+1,079.5%
MPC vs ASX
+754.3%
+325.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -2.9% |
| 7D | -16.2% | -19.9% | +3.7% | -11.6% |
| 30D | -15.7% | -30.9% | +15.2% | -8.4% |
| 3M | +24.9% | -15.1% | +40.0% | +27.2% |
| 6M | +52.7% | -6.5% | +59.1% | +46.1% |
| YTD | +131.9% | +98.4% | +33.4% | +70.0% |
| 1Y | +96.6% | +107.9% | -11.2% | +41.6% |
| 3Y | +163.8% | +325.3% | -161.5% | +38.6% |
| 5Y | +533.1% | +447.3% | +85.8% | +184.6% |
| All | +1,079.5% | +754.3% | +325.2% | +282.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling