+146.5%
ASX vs MSTU
-88.0%
+234.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +10.3% | -14.3% | -4.9% |
| 7D | -14.6% | -4.8% | -9.8% | -14.3% |
| 30D | -21.1% | -29.6% | +8.5% | -19.1% |
| 3M | -3.1% | +69.4% | -72.5% | -8.9% |
| 6M | +17.4% | -62.2% | +79.6% | +21.6% |
| YTD | +135.3% | -61.1% | +196.4% | +138.0% |
| 1Y | +146.5% | -87.2% | +233.7% | +186.6% |
| All | +146.5% | -88.0% | +234.5% | +186.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling