+16.2%
MS vs ASX
+133.5%
-117.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.0% | -0.4% |
| 7D | +0.8% | -9.1% | +9.9% | +2.1% |
| 30D | -0.7% | -23.6% | +22.9% | +3.4% |
| 3M | -12.4% | -5.6% | -6.8% | -12.3% |
| 6M | -1.7% | +4.7% | -6.4% | -5.6% |
| YTD | +8.0% | +122.6% | -114.5% | -16.1% |
| 1Y | +16.2% | +133.0% | -116.8% | -11.6% |
| All | +16.2% | +133.5% | -117.3% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling