+312.2%
ASX vs MSTU
-90.6%
+402.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.9% | +4.7% | +6.4% |
| 7D | +0.8% | -27.7% | +28.6% | +3.7% |
| 30D | -20.4% | -40.3% | +19.8% | -17.2% |
| 3M | -2.1% | +26.4% | -28.5% | -5.2% |
| 6M | +8.2% | -75.7% | +83.9% | +15.7% |
| YTD | +137.3% | -71.9% | +209.1% | +143.6% |
| 1Y | +155.0% | -89.3% | +244.3% | +178.9% |
| All | +312.2% | -90.6% | +402.8% | +312.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling