+445.3%
MP vs ASX
+1,035.5%
-590.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -2.9% | -0.7% | -2.1% | -2.5% |
| 30D | +13.8% | +2.0% | +11.8% | +12.4% |
| 3M | -16.7% | -1.3% | -15.4% | -17.8% |
| 6M | -11.5% | +71.4% | -82.9% | -33.8% |
| YTD | +7.9% | +135.3% | -127.4% | -31.3% |
| 1Y | -15.0% | +267.5% | -282.5% | -57.4% |
| 3Y | +153.5% | +388.5% | -235.0% | +1.6% |
| 5Y | +58.7% | +417.1% | -358.4% | -43.4% |
| All | +445.3% | +1,035.5% | -590.2% | +73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling