+155.0%
ASX vs URA
-26.7%
+181.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +5.6% |
| 7D | +0.8% | +2.9% | -2.0% | -0.3% |
| 30D | -20.4% | -10.8% | -9.6% | -13.8% |
| 3M | -2.1% | -25.5% | +23.4% | +16.9% |
| 6M | +8.2% | -41.2% | +49.4% | +41.6% |
| YTD | +137.3% | -21.3% | +158.5% | +173.1% |
| 1Y | +155.0% | -25.7% | +180.7% | +199.1% |
| All | +155.0% | -26.7% | +181.7% | +199.1% |
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 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