+2,620.0%
MUU vs ASX
+305.5%
+2,314.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +18.5% |
| 3M | -23.9% | -1.3% | -22.6% | -10.4% |
| 6M | +284.4% | +71.4% | +213.0% | +75.9% |
| YTD | +583.7% | +135.3% | +448.4% | +73.7% |
| 1Y | +2,981.5% | +267.5% | +2,714.0% | +248.6% |
| All | +2,620.0% | +305.5% | +2,314.6% | +193.7% |
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