+6,028.8%
MU vs ASX
+863.2%
+5,165.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +5.9% |
| 7D | +9.0% | -0.7% | +9.7% | +9.4% |
| 30D | +13.8% | +2.0% | +11.8% | +12.0% |
| 3M | +2.1% | -1.3% | +3.4% | +4.5% |
| 6M | +153.8% | +71.4% | +82.4% | +81.1% |
| YTD | +256.4% | +135.3% | +121.1% | +106.3% |
| 1Y | +719.8% | +267.5% | +452.3% | +255.3% |
| 3Y | +1,360.4% | +388.5% | +971.9% | +439.5% |
| 5Y | +1,312.4% | +417.1% | +895.3% | +388.6% |
| All | +6,028.8% | +863.2% | +5,165.6% | +1,268.3% |
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