+3,971.9%
MU vs ASX
+754.3%
+3,217.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.4% | -1.3% | +0.6% |
| 7D | -22.0% | -19.9% | -2.1% | -8.9% |
| 30D | -36.6% | -30.9% | -5.7% | -18.9% |
| 3M | -21.7% | -15.1% | -6.6% | -14.1% |
| 6M | +3.5% | -6.5% | +10.0% | +8.7% |
| YTD | +141.9% | +98.4% | +43.5% | +54.8% |
| 1Y | +189.8% | +107.9% | +82.0% | +81.1% |
| 3Y | +855.4% | +325.3% | +530.1% | +284.1% |
| 5Y | +869.2% | +447.3% | +421.9% | +230.3% |
| All | +3,971.9% | +754.3% | +3,217.7% | +897.7% |
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