+2,683.6%
MUU vs ASX
+345.4%
+2,338.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.5% | +2.0% | -1.1% |
| 7D | +15.0% | +11.1% | +3.9% | -6.8% |
| 30D | +36.8% | +9.6% | +27.2% | +13.1% |
| 3M | -8.5% | +18.6% | -27.1% | -27.4% |
| 6M | +320.7% | +92.1% | +228.6% | +52.3% |
| YTD | +599.7% | +158.5% | +441.2% | +47.1% |
| 1Y | +2,569.2% | +271.9% | +2,297.3% | +201.4% |
| All | +2,683.6% | +345.4% | +2,338.2% | +148.8% |
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