+299.6%
ASX vs URA
+30.2%
+269.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.3% | -15.5% | -18.0% |
| 7D | -33.3% | -13.3% | -20.0% | -27.6% |
| 30D | -36.5% | -25.9% | -10.6% | -25.5% |
| 3M | -19.2% | -27.8% | +8.6% | -4.3% |
| 6M | -10.2% | -42.8% | +32.6% | +18.0% |
| YTD | +86.5% | -27.5% | +114.0% | +118.1% |
| 1Y | +89.6% | -35.1% | +124.8% | +131.5% |
| All | +299.6% | +30.2% | +269.4% | +241.4% |
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