+549.2%
MPC vs ASX
+464.2%
+85.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.6% | -4.0% | +3.3% |
| 7D | -9.4% | -12.3% | +2.9% | -8.0% |
| 30D | -14.3% | -26.0% | +11.7% | -11.2% |
| 3M | +31.1% | -8.1% | +39.2% | +30.8% |
| 6M | +60.3% | +1.4% | +58.9% | +54.5% |
| YTD | +142.5% | +115.6% | +27.0% | +97.0% |
| 1Y | +104.6% | +128.0% | -23.4% | +63.8% |
| 3Y | +191.7% | +371.4% | -179.7% | +86.9% |
| 5Y | +549.2% | +469.4% | +79.8% | +276.1% |
| All | +549.2% | +464.2% | +85.0% | +276.1% |
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