+1,007.5%
ASX vs UMC
+1,333.4%
-325.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +6.9% | -0.3% | +2.7% |
| 7D | +0.8% | +0.1% | +0.7% | +1.9% |
| 30D | -20.4% | -28.7% | +8.3% | -2.9% |
| 3M | -2.1% | -15.1% | +13.0% | +8.2% |
| 6M | +8.2% | +5.0% | +3.3% | +6.7% |
| YTD | +137.3% | +108.2% | +29.1% | +56.5% |
| 1Y | +155.0% | +121.7% | +33.3% | +62.3% |
| 3Y | +397.9% | +139.8% | +258.2% | +202.7% |
| 5Y | +529.2% | +85.1% | +444.1% | +326.1% |
| 10Y | +1,007.5% | +1,341.4% | -333.9% | +217.9% |
| All | +1,007.5% | +1,333.4% | -325.8% | +217.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling