+3.2%
MSFT vs ASX
+142.3%
-139.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +0.6% |
| 7D | -2.4% | +22.1% | -24.5% | -3.9% |
| 30D | -3.8% | -23.8% | +20.0% | -2.5% |
| 3M | +6.4% | -7.6% | +14.0% | +6.7% |
| 6M | +28.8% | +6.9% | +21.8% | +24.5% |
| YTD | +8.8% | +127.7% | -118.8% | -4.9% |
| 1Y | +3.2% | +144.5% | -141.4% | -11.7% |
| All | +3.2% | +142.3% | -139.1% | -11.7% |
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 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