+540.9%
MPC vs ASX
+414.3%
+126.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -20.8% | +16.9% | -0.9% |
| 7D | -12.8% | -33.3% | +20.5% | -8.0% |
| 30D | -12.7% | -36.5% | +23.7% | -7.6% |
| 3M | +27.1% | -19.2% | +46.3% | +29.2% |
| 6M | +45.8% | -10.2% | +56.0% | +42.9% |
| YTD | +134.7% | +86.5% | +48.3% | +95.2% |
| 1Y | +106.0% | +89.6% | +16.4% | +70.4% |
| 3Y | +165.5% | +298.6% | -133.1% | +75.8% |
| 5Y | +540.9% | +414.3% | +126.7% | +277.9% |
| All | +540.9% | +414.3% | +126.7% | +277.9% |
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 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