+3,552.3%
ASX vs UL
+851.7%
+2,700.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -0.7% | -1.3% | +0.6% | -0.2% |
| 30D | +2.0% | +0.5% | +1.5% | +1.6% |
| 3M | -1.3% | +17.6% | -18.9% | -9.0% |
| 6M | +71.4% | -5.4% | +76.8% | +72.4% |
| YTD | +135.3% | +0.7% | +134.6% | +130.5% |
| 1Y | +267.5% | -9.3% | +276.7% | +273.5% |
| 3Y | +388.5% | +24.5% | +363.9% | +324.6% |
| 5Y | +417.1% | +23.2% | +393.9% | +344.4% |
| 10Y | +872.7% | +64.5% | +808.3% | +612.2% |
| All | +3,552.3% | +851.7% | +2,700.6% | +1,587.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling