+180.6%
MPC vs ASX
+390.9%
-210.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +5.4% | -0.7% | +6.2% | +5.5% |
| 30D | +31.0% | +2.0% | +29.0% | +30.6% |
| 3M | +46.0% | -1.3% | +47.4% | +44.8% |
| 6M | +77.3% | +71.4% | +5.9% | +61.3% |
| YTD | +141.9% | +135.3% | +6.6% | +105.7% |
| 1Y | +120.9% | +267.5% | -146.6% | +70.3% |
| All | +180.6% | +390.9% | -210.2% | +95.7% |
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 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