+2,684.7%
MSFT vs ASX
+3,515.0%
-830.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.5% |
| 30D | +2.7% | +2.0% | +0.7% | +2.0% |
| 3M | +17.0% | -1.3% | +18.3% | +15.2% |
| 6M | +23.8% | +71.4% | -47.6% | +6.1% |
| YTD | +4.0% | +135.3% | -131.3% | -17.7% |
| 1Y | -0.8% | +267.5% | -268.3% | -29.9% |
| 3Y | +55.6% | +388.5% | -332.9% | +0.5% |
| 5Y | +72.9% | +417.1% | -344.2% | +8.3% |
| 10Y | +875.8% | +872.7% | +3.1% | +407.4% |
| All | +2,684.7% | +3,515.0% | -830.3% | +686.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling