+378.4%
ASX vs UL
+34.6%
+343.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -3.9% |
| 7D | +22.1% | -2.5% | +24.6% | +21.0% |
| 30D | -23.8% | +5.7% | -29.4% | -22.0% |
| 3M | -7.6% | +7.0% | -14.6% | -5.1% |
| 6M | +6.9% | +16.1% | -9.1% | +11.6% |
| YTD | +127.7% | +3.6% | +124.1% | +137.3% |
| 1Y | +144.5% | -1.4% | +145.9% | +153.7% |
| All | +378.4% | +34.6% | +343.8% | +414.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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