+198.6%
PM vs ASX
+918.4%
-719.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | +0.6% |
| 7D | -1.3% | +6.3% | -7.6% | -1.9% |
| 30D | -2.6% | +6.4% | -9.0% | -3.2% |
| 3M | +5.8% | +13.1% | -7.4% | +3.4% |
| 6M | +10.6% | +90.3% | -79.7% | +0.5% |
| YTD | +17.2% | +149.6% | -132.5% | +2.7% |
| 1Y | +17.6% | +249.2% | -231.5% | -1.9% |
| 3Y | +124.3% | +445.9% | -321.6% | +68.6% |
| 5Y | +125.1% | +477.7% | -352.7% | +63.4% |
| 10Y | +198.6% | +913.4% | -714.8% | +80.5% |
| All | +198.6% | +918.4% | -719.7% | +80.5% |
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