+556.2%
MS vs ASX
+999.3%
-443.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.6% | -5.0% | -0.4% |
| 7D | -1.7% | +0.8% | -2.6% | -2.8% |
| 30D | +0.9% | -20.4% | +21.4% | +6.8% |
| 3M | -10.8% | -2.1% | -8.7% | -12.3% |
| 6M | +0.9% | +8.2% | -7.3% | -6.8% |
| YTD | +9.8% | +137.3% | -127.5% | -23.9% |
| 1Y | +17.1% | +155.0% | -137.9% | -21.0% |
| 3Y | +175.7% | +397.9% | -222.2% | +39.6% |
| 5Y | +125.9% | +529.2% | -403.4% | +1.2% |
| 10Y | +556.2% | +1,007.5% | -451.3% | +121.7% |
| All | +556.2% | +999.3% | -443.1% | +121.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling