+835.7%
PM vs ASX
+2,415.8%
-1,580.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.2% | -2.6% |
| 7D | -5.2% | -19.9% | +14.7% | -2.9% |
| 30D | +2.7% | -30.9% | +33.6% | +6.7% |
| 3M | +5.2% | -15.1% | +20.3% | +6.2% |
| 6M | +17.0% | -6.5% | +23.5% | +14.5% |
| YTD | +25.5% | +98.4% | -72.9% | +9.5% |
| 1Y | +35.5% | +107.9% | -72.3% | +17.3% |
| 3Y | +143.9% | +325.3% | -181.4% | +82.7% |
| 5Y | +161.8% | +447.3% | -285.5% | +83.2% |
| 10Y | +235.9% | +763.2% | -527.3% | +105.6% |
| All | +835.7% | +2,415.8% | -1,580.1% | +280.8% |
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 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