+146.5%
ASX vs MSTZ
-63.1%
+209.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -9.6% | +5.6% | -4.8% |
| 7D | -14.6% | +0.7% | -15.3% | -14.3% |
| 30D | -21.1% | +16.6% | -37.7% | -19.2% |
| 3M | -3.1% | -74.7% | +71.6% | -9.3% |
| 6M | +17.4% | -43.9% | +61.3% | +20.0% |
| YTD | +135.3% | -84.0% | +219.3% | +132.9% |
| 1Y | +146.5% | -65.1% | +211.6% | +177.4% |
| All | +146.5% | -63.1% | +209.6% | +177.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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