+415.3%
ASX vs UL
+31.0%
+384.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.5% | +9.0% | +6.4% |
| 7D | -19.9% | +1.1% | -21.1% | -20.0% |
| 30D | -30.9% | +8.2% | -39.1% | -31.3% |
| 3M | -15.1% | +4.5% | -19.6% | -15.4% |
| 6M | -6.5% | +12.6% | -19.0% | -8.0% |
| YTD | +98.4% | +3.5% | +94.9% | +98.6% |
| 1Y | +107.9% | -0.4% | +108.3% | +109.4% |
| 3Y | +325.3% | +36.0% | +289.3% | +279.4% |
| All | +415.3% | +31.0% | +384.4% | +355.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling