+534.5%
MPC vs ASX
+431.2%
+103.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -2.1% |
| 7D | -16.2% | -19.9% | +3.7% | -13.7% |
| 30D | -15.7% | -30.9% | +15.2% | -11.8% |
| 3M | +24.9% | -15.1% | +40.0% | +26.1% |
| 6M | +52.7% | -6.5% | +59.1% | +48.9% |
| YTD | +131.9% | +98.4% | +33.4% | +90.8% |
| 1Y | +96.6% | +107.9% | -11.2% | +59.8% |
| 3Y | +163.8% | +325.3% | -161.5% | +72.3% |
| All | +534.5% | +431.2% | +103.3% | +273.6% |
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