+1,488.7%
MU vs ASX
+2,764.3%
-1,275.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -20.8% | +3.3% | -6.8% |
| 7D | -29.7% | -33.3% | +3.5% | -13.5% |
| 30D | -37.2% | -36.5% | -0.7% | -21.1% |
| 3M | -26.5% | -19.2% | -7.3% | -18.7% |
| 6M | +2.6% | -10.2% | +12.8% | +10.4% |
| YTD | +130.1% | +86.5% | +43.7% | +73.7% |
| 1Y | +176.7% | +89.6% | +87.1% | +108.1% |
| 3Y | +813.1% | +298.6% | +514.5% | +390.5% |
| 5Y | +822.0% | +414.3% | +407.7% | +337.8% |
| 10Y | +3,936.2% | +711.1% | +3,225.1% | +1,379.8% |
| All | +1,488.7% | +2,764.3% | -1,275.5% | +113.7% |
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 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