+144.5%
ASX vs URA
-29.1%
+173.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -1.5% |
| 7D | +22.1% | +4.5% | +17.7% | +18.8% |
| 30D | -23.8% | -13.4% | -10.3% | -15.6% |
| 3M | -7.6% | -28.4% | +20.8% | +13.4% |
| 6M | +6.9% | -40.5% | +47.4% | +41.0% |
| YTD | +127.7% | -24.3% | +151.9% | +169.1% |
| 1Y | +144.5% | -28.8% | +173.4% | +194.8% |
| All | +144.5% | -29.1% | +173.6% | +194.8% |
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