+486.8%
ASX vs MUB
+2.5%
+484.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.6% |
| 7D | +12.4% | -1.3% | +13.7% | +14.2% |
| 30D | -19.8% | +2.2% | -22.0% | -22.5% |
| 3M | -10.3% | -1.6% | -8.7% | -8.0% |
| 6M | +1.2% | -1.3% | +2.5% | +3.6% |
| YTD | +123.0% | -0.7% | +123.7% | +127.1% |
| 1Y | +145.4% | -0.2% | +145.6% | +148.7% |
| 3Y | +368.6% | +9.6% | +359.0% | +317.2% |
| All | +486.8% | +2.5% | +484.3% | +392.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling