+871.5%
MU vs ASX
+381.9%
+489.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -3.9% |
| 7D | -15.2% | -9.1% | -6.1% | -8.3% |
| 30D | -29.5% | -23.6% | -5.9% | -12.9% |
| 3M | -15.8% | -5.6% | -10.2% | -15.4% |
| 6M | -2.9% | +4.7% | -7.6% | -10.6% |
| YTD | +154.2% | +122.6% | +31.7% | +19.7% |
| 1Y | +186.6% | +133.0% | +53.6% | +30.4% |
| 3Y | +871.5% | +367.1% | +504.4% | +135.3% |
| All | +871.5% | +381.9% | +489.6% | +135.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling