+286.7%
ASX vs MSTU
-90.8%
+377.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.3% | +10.5% | +3.9% |
| 7D | -9.1% | -21.7% | +12.6% | -7.2% |
| 30D | -23.6% | -42.8% | +19.2% | -20.2% |
| 3M | -5.6% | +21.4% | -27.0% | -8.3% |
| 6M | +4.7% | -74.1% | +78.8% | +11.5% |
| YTD | +122.6% | -72.4% | +195.0% | +128.8% |
| 1Y | +133.0% | -90.1% | +223.1% | +156.3% |
| All | +286.7% | -90.8% | +377.5% | +287.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling