+1,570.1%
MU vs ASX
+2,948.3%
-1,378.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +6.4% | -1.3% | +1.8% |
| 7D | -22.0% | -19.9% | -2.1% | -12.3% |
| 30D | -36.6% | -30.9% | -5.7% | -23.6% |
| 3M | -21.7% | -15.1% | -6.6% | -15.5% |
| 6M | +3.5% | -6.5% | +10.0% | +9.0% |
| YTD | +141.9% | +98.4% | +43.5% | +76.9% |
| 1Y | +189.8% | +107.9% | +82.0% | +108.3% |
| 3Y | +855.4% | +325.3% | +530.1% | +396.5% |
| 5Y | +869.2% | +447.3% | +421.9% | +345.8% |
| 10Y | +4,142.8% | +763.2% | +3,379.6% | +1,406.8% |
| All | +1,570.1% | +2,948.3% | -1,378.2% | +117.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling