+1,007.5%
ASX vs URA
+277.9%
+729.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +5.9% |
| 7D | +0.8% | +2.9% | -2.0% | +0.2% |
| 30D | -20.4% | -10.8% | -9.6% | -15.5% |
| 3M | -2.1% | -25.5% | +23.4% | +11.9% |
| 6M | +8.2% | -41.2% | +49.4% | +36.9% |
| YTD | +137.3% | -21.3% | +158.5% | +163.1% |
| 1Y | +155.0% | -25.7% | +180.7% | +188.3% |
| 3Y | +397.9% | +43.1% | +354.9% | +314.1% |
| 5Y | +529.2% | +35.6% | +493.7% | +410.6% |
| 10Y | +1,007.5% | +281.3% | +726.2% | +386.2% |
| All | +1,007.5% | +277.9% | +729.6% | +386.2% |
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