+26.8%
MSFT vs ASX
+11.7%
+15.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.6% | -8.9% | -2.6% |
| 7D | -6.2% | +0.8% | -7.1% | -6.4% |
| 30D | -3.7% | -20.4% | +16.7% | -3.0% |
| 3M | +3.6% | -2.1% | +5.8% | +3.8% |
| 6M | +26.8% | +8.2% | +18.6% | +24.1% |
| All | +26.8% | +11.7% | +15.1% | +24.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling