+265.1%
MU vs ASX
+144.4%
+120.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -3.9% | -3.1% | -3.5% |
| 7D | -19.1% | -14.6% | -4.5% | -7.4% |
| 30D | -25.2% | -21.1% | -4.2% | -9.1% |
| 3M | -10.9% | -3.1% | -7.8% | -12.8% |
| 6M | +38.0% | +17.4% | +20.6% | +12.3% |
| YTD | +178.8% | +135.3% | +43.5% | -3.2% |
| 1Y | +265.1% | +146.5% | +118.6% | +18.6% |
| All | +265.1% | +144.4% | +120.7% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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