+748.4%
ASX vs MUB
+20.8%
+727.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.3% |
| 7D | -19.9% | +0.7% | -20.6% | -20.9% |
| 30D | -30.9% | +4.4% | -35.2% | -35.8% |
| 3M | -15.1% | -0.2% | -14.9% | -15.1% |
| 6M | -6.5% | -0.6% | -5.9% | -5.5% |
| YTD | +98.4% | +0.3% | +98.1% | +98.0% |
| 1Y | +107.9% | +0.8% | +107.1% | +106.1% |
| 3Y | +325.3% | +12.0% | +313.3% | +253.6% |
| 5Y | +447.3% | +3.4% | +443.9% | +419.6% |
| All | +748.4% | +20.8% | +727.6% | +609.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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