+3,101.0%
MPC vs ASX
+1,653.4%
+1,447.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +5.4% | -0.7% | +6.2% | +5.6% |
| 30D | +31.0% | +2.0% | +29.0% | +29.9% |
| 3M | +46.0% | -1.3% | +47.4% | +43.1% |
| 6M | +77.3% | +71.4% | +5.9% | +45.4% |
| YTD | +141.9% | +135.3% | +6.6% | +78.7% |
| 1Y | +120.9% | +267.5% | -146.6% | +40.8% |
| 3Y | +182.7% | +388.5% | -205.8% | +57.7% |
| 5Y | +646.4% | +417.1% | +229.3% | +291.8% |
| 10Y | +1,138.7% | +872.7% | +266.0% | +385.9% |
| All | +3,101.0% | +1,653.4% | +1,447.6% | +842.5% |
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