+868.6%
MSFT vs ASX
+918.4%
-49.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.1% | -7.2% | -2.8% |
| 7D | -1.4% | +6.3% | -7.7% | -3.1% |
| 30D | -1.0% | +6.4% | -7.4% | -3.1% |
| 3M | +20.2% | +13.1% | +7.0% | +13.2% |
| 6M | +21.3% | +90.3% | -69.0% | -4.6% |
| YTD | +2.8% | +149.6% | -146.8% | -26.4% |
| 1Y | 0.0% | +249.2% | -249.2% | -36.6% |
| 3Y | +51.2% | +445.9% | -394.7% | -21.1% |
| 5Y | +71.4% | +477.7% | -406.3% | -15.4% |
| 10Y | +868.6% | +913.4% | -44.8% | +258.2% |
| All | +868.6% | +918.4% | -49.8% | +258.2% |
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