+62.4%
MSFT vs ASX
+482.2%
-419.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.6% |
| 7D | -1.3% | +12.4% | -13.7% | -4.2% |
| 30D | -1.8% | -19.8% | +18.0% | +2.1% |
| 3M | +5.6% | -10.3% | +16.0% | +6.2% |
| 6M | +29.8% | +1.2% | +28.6% | +22.1% |
| YTD | +9.0% | +123.0% | -114.0% | -21.7% |
| 1Y | +4.9% | +145.4% | -140.5% | -27.2% |
| 3Y | +46.2% | +368.6% | -322.4% | -25.9% |
| All | +62.4% | +482.2% | -419.8% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling