+325.3%
ASX vs URA
+36.0%
+289.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +4.4% | +2.0% | +4.1% |
| 7D | -19.9% | -4.1% | -15.8% | -17.7% |
| 30D | -30.9% | -19.0% | -11.9% | -22.4% |
| 3M | -15.1% | -25.1% | +10.1% | -1.3% |
| 6M | -6.5% | -44.5% | +38.0% | +24.0% |
| YTD | +98.4% | -24.3% | +122.8% | +127.1% |
| 1Y | +107.9% | -28.1% | +136.0% | +142.1% |
| 3Y | +325.3% | +40.7% | +284.6% | +255.4% |
| All | +325.3% | +36.0% | +289.3% | +255.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling