+601.0%
MPC vs ASX
+482.2%
+118.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.5% | +0.7% |
| 7D | +11.2% | +12.4% | -1.1% | +9.3% |
| 30D | -14.5% | -19.8% | +5.3% | -12.4% |
| 3M | +16.7% | -10.3% | +27.0% | +16.9% |
| 6M | +67.6% | +1.2% | +66.3% | +61.8% |
| YTD | +157.9% | +123.0% | +34.9% | +108.5% |
| 1Y | +116.7% | +145.4% | -28.8% | +71.1% |
| 3Y | +199.8% | +368.6% | -168.9% | +93.4% |
| All | +601.0% | +482.2% | +118.8% | +305.4% |
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