+146.5%
ASX vs URA
-32.2%
+178.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.9% | -3.3% |
| 7D | -14.6% | -10.5% | -4.1% | -8.4% |
| 30D | -21.1% | -18.6% | -2.4% | -10.6% |
| 3M | -3.1% | -23.0% | +20.0% | +13.0% |
| 6M | +17.4% | -40.3% | +57.7% | +53.0% |
| YTD | +135.3% | -23.5% | +158.8% | +172.4% |
| 1Y | +146.5% | -31.1% | +177.6% | +197.6% |
| All | +146.5% | -32.2% | +178.7% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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