+144.0%
MP vs ASX
+381.9%
-237.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +12.2% | -9.2% | -1.8% |
| 7D | -3.6% | -9.1% | +5.5% | -0.9% |
| 30D | -21.0% | -23.6% | +2.6% | -13.6% |
| 3M | -33.3% | -5.6% | -27.7% | -33.5% |
| 6M | -45.9% | +4.7% | -50.6% | -48.9% |
| YTD | -27.8% | +122.6% | -150.4% | -48.2% |
| 1Y | -43.2% | +133.0% | -176.2% | -59.9% |
| 3Y | +144.0% | +367.1% | -223.1% | +5.1% |
| All | +144.0% | +381.9% | -237.8% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ASX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling