+861.6%
ASX vs URA
+359.3%
+502.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -0.7% | +1.1% | -1.8% | -1.2% |
| 30D | +2.0% | +7.4% | -5.4% | -1.3% |
| 3M | -1.3% | -8.4% | +7.1% | +2.7% |
| 6M | +71.4% | -12.7% | +84.2% | +80.7% |
| YTD | +135.3% | +7.8% | +127.5% | +126.0% |
| 1Y | +267.5% | +19.5% | +248.0% | +233.4% |
| 3Y | +388.5% | +116.4% | +272.1% | +236.6% |
| 5Y | +417.1% | +134.3% | +282.8% | +228.4% |
| All | +861.6% | +359.3% | +502.3% | +315.1% |
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