+842.6%
ASX vs URA
+307.1%
+535.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.2% | +2.4% | +5.9% |
| 7D | -12.3% | +4.3% | -16.6% | -13.3% |
| 30D | -26.0% | -11.7% | -14.3% | -21.1% |
| 3M | -8.1% | -23.5% | +15.4% | +3.9% |
| 6M | +1.4% | -37.8% | +39.2% | +25.3% |
| YTD | +115.6% | -19.6% | +135.2% | +137.0% |
| 1Y | +128.0% | -24.8% | +152.8% | +156.4% |
| 3Y | +371.4% | +47.0% | +324.4% | +287.9% |
| 5Y | +469.4% | +35.4% | +434.0% | +361.9% |
| 10Y | +842.6% | +302.3% | +540.3% | +299.2% |
| All | +842.6% | +307.1% | +535.5% | +299.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling