+763.1%
PM vs ASX
+2,883.5%
-2,120.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -4.9% | -0.7% | -4.2% | -4.8% |
| 30D | -3.4% | +2.0% | -5.4% | -3.8% |
| 3M | +5.2% | -1.3% | +6.5% | +3.9% |
| 6M | +3.7% | +71.4% | -67.7% | -6.1% |
| YTD | +15.8% | +135.3% | -119.6% | -0.1% |
| 1Y | +17.4% | +267.5% | -250.1% | -5.9% |
| 3Y | +116.9% | +388.5% | -271.6% | +61.4% |
| 5Y | +117.3% | +417.1% | -299.8% | +56.3% |
| 10Y | +193.8% | +872.7% | -679.0% | +79.3% |
| All | +763.1% | +2,883.5% | -2,120.3% | +247.3% |
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