+146.5%
ASX vs UMC
+112.5%
+34.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.9% | -2.9% |
| 7D | -14.6% | -14.7% | +0.1% | -7.1% |
| 30D | -21.1% | -32.9% | +11.8% | -2.8% |
| 3M | -3.1% | -22.2% | +19.1% | +10.6% |
| 6M | +17.4% | +25.9% | -8.5% | +19.3% |
| YTD | +135.3% | +107.9% | +27.4% | +111.3% |
| 1Y | +146.5% | +115.0% | +31.5% | +115.3% |
| All | +146.5% | +112.5% | +34.0% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 1y: compounded portfolio wealth divided by compounded UMC 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…
1y analysis · Full analysis span regression · 6 months rolling