-16.8%
MP vs ASX
+419.4%
-436.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.4% | -1.5% | +1.8% |
| 7D | -10.5% | -19.9% | +9.4% | -1.2% |
| 30D | -23.5% | -30.9% | +7.3% | -10.1% |
| 3M | -25.4% | -15.1% | -10.3% | -21.9% |
| 6M | -51.3% | -6.5% | -44.8% | -52.6% |
| YTD | -29.9% | +98.4% | -128.3% | -54.6% |
| 1Y | -31.8% | +107.9% | -139.7% | -56.9% |
| 3Y | +127.0% | +325.3% | -198.3% | -15.5% |
| All | -16.8% | +419.4% | -436.1% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling