+232.4%
PM vs ASX
+754.3%
-521.9%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -2.3% |
| 7D | -5.2% | -19.9% | +14.7% | -3.6% |
| 30D | +2.7% | -30.9% | +33.6% | +5.5% |
| 3M | +6.1% | -15.1% | +21.2% | +6.8% |
| 6M | +18.0% | -6.5% | +24.5% | +15.8% |
| YTD | +26.6% | +98.4% | -71.9% | +12.6% |
| 1Y | +36.7% | +107.9% | -71.2% | +20.7% |
| 3Y | +146.0% | +325.3% | -179.3% | +89.0% |
| 5Y | +164.1% | +447.3% | -283.2% | +88.4% |
| All | +232.4% | +754.3% | -521.9% | +101.8% |
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