+3,005.7%
MPC vs ASX
+1,289.2%
+1,716.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -20.8% | +16.9% | +1.4% |
| 7D | -12.8% | -33.3% | +20.5% | -4.0% |
| 30D | -12.7% | -36.5% | +23.7% | -3.3% |
| 3M | +27.1% | -19.2% | +46.3% | +31.1% |
| 6M | +45.8% | -10.2% | +56.0% | +41.7% |
| YTD | +134.7% | +86.5% | +48.3% | +80.4% |
| 1Y | +106.0% | +89.6% | +16.4% | +57.1% |
| 3Y | +165.5% | +298.6% | -133.1% | +52.9% |
| 5Y | +540.9% | +414.3% | +126.7% | +224.8% |
| 10Y | +1,133.6% | +711.1% | +422.5% | +397.5% |
| All | +3,005.7% | +1,289.2% | +1,716.5% | +851.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling