+392.6%
ASX vs MUB
+8.6%
+384.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | -0.9% | +0.1% | +0.8% |
| 30D | +2.0% | -1.4% | +3.4% | +4.5% |
| 3M | -1.3% | -2.2% | +0.8% | +2.6% |
| 6M | +71.4% | -1.9% | +73.3% | +77.3% |
| YTD | +135.3% | -0.8% | +136.1% | +140.9% |
| 1Y | +267.5% | +2.7% | +264.7% | +263.8% |
| All | +392.6% | +8.6% | +384.0% | +317.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling