+150.0%
PM vs ASX
+366.9%
-216.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.0% |
| 7D | +0.5% | +12.4% | -11.8% | +1.3% |
| 30D | -3.2% | -19.8% | +16.6% | -4.4% |
| 3M | +6.2% | -10.3% | +16.5% | +6.0% |
| 6M | +7.7% | +1.2% | +6.4% | +8.8% |
| YTD | +27.3% | +123.0% | -95.8% | +33.0% |
| 1Y | +32.8% | +145.4% | -112.7% | +39.5% |
| 3Y | +150.0% | +368.6% | -218.6% | +153.8% |
| All | +150.0% | +366.9% | -216.9% | +153.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling