+2,538.2%
MUU vs ASX
+330.1%
+2,208.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.1% | -9.1% | -14.3% |
| 7D | +13.9% | +6.3% | +7.6% | +0.1% |
| 30D | +24.8% | +6.4% | +18.4% | +8.9% |
| 3M | -15.7% | +13.1% | -28.9% | -26.9% |
| 6M | +338.9% | +90.3% | +248.6% | +62.3% |
| YTD | +563.2% | +149.6% | +413.5% | +48.8% |
| 1Y | +2,577.5% | +249.2% | +2,328.3% | +238.3% |
| All | +2,538.2% | +330.1% | +2,208.1% | +151.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling