+920.4%
MSFT vs ASX
+849.3%
+71.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.6% | -5.9% | +0.5% |
| 7D | +7.5% | -12.3% | +19.8% | +10.4% |
| 30D | +1.9% | -26.0% | +27.9% | +8.9% |
| 3M | +9.2% | -8.1% | +17.3% | +9.2% |
| 6M | +31.9% | +1.4% | +30.5% | +23.9% |
| YTD | +13.4% | +115.6% | -102.1% | -17.1% |
| 1Y | +10.6% | +128.0% | -117.4% | -20.7% |
| 3Y | +54.7% | +371.4% | -316.7% | -17.4% |
| 5Y | +69.1% | +469.4% | -400.3% | -17.9% |
| 10Y | +920.4% | +842.6% | +77.7% | +279.6% |
| All | +920.4% | +849.3% | +71.1% | +279.6% |
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 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