+719.8%
MU vs ASX
+272.9%
+446.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.9% |
| 7D | +9.0% | -0.7% | +9.7% | +9.5% |
| 30D | +13.8% | +2.0% | +11.8% | +11.2% |
| 3M | +2.1% | -1.3% | +3.4% | +3.2% |
| 6M | +153.8% | +71.4% | +82.4% | +65.5% |
| YTD | +256.4% | +135.3% | +121.1% | +82.4% |
| 1Y | +719.8% | +267.5% | +452.3% | +263.5% |
| All | +719.8% | +272.9% | +446.9% | +263.5% |
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