+2,981.5%
MUU vs ASX
+272.9%
+2,708.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +0.2% | +11.4% | +11.2% |
| 7D | +17.4% | -0.7% | +18.1% | +18.3% |
| 30D | +24.0% | +2.0% | +22.0% | +18.8% |
| 3M | -23.9% | -1.3% | -22.6% | -10.5% |
| 6M | +284.4% | +71.4% | +213.0% | +100.6% |
| YTD | +583.7% | +135.3% | +448.4% | +124.0% |
| 1Y | +2,981.5% | +267.5% | +2,714.0% | +683.3% |
| All | +2,981.5% | +272.9% | +2,708.6% | +683.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling