+167.0%
MPC vs ASX
+298.6%
-131.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -20.8% | +16.9% | -1.9% |
| 7D | -12.8% | -33.3% | +20.5% | -9.7% |
| 30D | -12.7% | -36.5% | +23.7% | -9.4% |
| 3M | +27.1% | -19.2% | +46.3% | +28.3% |
| 6M | +45.8% | -10.2% | +56.0% | +43.4% |
| YTD | +134.7% | +86.5% | +48.3% | +101.6% |
| 1Y | +106.0% | +89.6% | +16.4% | +76.0% |
| All | +167.0% | +298.6% | -131.6% | +73.9% |
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 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