+271.9%
ASX vs UMC
+235.1%
+36.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.4% | +1.6% |
| 7D | +11.1% | +13.6% | -2.5% | +4.3% |
| 30D | +9.6% | +20.8% | -11.2% | -0.2% |
| 3M | +18.6% | +16.1% | +2.5% | +11.8% |
| 6M | +92.1% | +137.3% | -45.2% | +46.2% |
| YTD | +158.5% | +193.8% | -35.3% | +77.3% |
| 1Y | +271.9% | +236.1% | +35.8% | +138.2% |
| All | +271.9% | +235.1% | +36.8% | +138.2% |
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