+808.5%
MS vs ASX
+863.2%
-54.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | -0.3% | +2.0% | -2.2% | -1.2% |
| 3M | +0.3% | -1.3% | +1.6% | -1.6% |
| 6M | +31.3% | +71.4% | -40.1% | +5.2% |
| YTD | +24.7% | +135.3% | -110.7% | -11.3% |
| 1Y | +47.9% | +267.5% | -219.6% | -11.1% |
| 3Y | +178.3% | +388.5% | -210.1% | +45.5% |
| 5Y | +144.9% | +417.1% | -272.2% | +20.6% |
| All | +808.5% | +863.2% | -54.6% | +222.4% |
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