+249.2%
ASX vs MSTU
-93.3%
+342.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.6% | +14.7% | +6.7% |
| 7D | +6.3% | +16.1% | -9.8% | +4.6% |
| 30D | +6.4% | +68.7% | -62.2% | +0.8% |
| 3M | +13.1% | -11.0% | +24.1% | +11.4% |
| 6M | +90.3% | -33.4% | +123.7% | +89.4% |
| YTD | +149.6% | -59.5% | +209.1% | +153.8% |
| 1Y | +249.2% | -93.4% | +342.5% | +313.9% |
| All | +249.2% | -93.3% | +342.5% | +313.9% |
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