+4,271.9%
MU vs ASX
+849.3%
+3,422.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +8.6% | -2.4% | +0.2% |
| 7D | -12.0% | -12.3% | +0.2% | -3.7% |
| 30D | -28.7% | -26.0% | -2.7% | -13.1% |
| 3M | -16.4% | -8.1% | -8.3% | -13.3% |
| 6M | -1.8% | +1.4% | -3.2% | -2.8% |
| YTD | +157.1% | +115.6% | +41.5% | +55.2% |
| 1Y | +208.5% | +128.0% | +80.5% | +80.6% |
| 3Y | +906.2% | +371.4% | +534.8% | +277.1% |
| 5Y | +893.4% | +469.4% | +424.0% | +227.1% |
| 10Y | +4,271.9% | +842.6% | +3,429.2% | +912.6% |
| All | +4,271.9% | +849.3% | +3,422.6% | +912.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling