+432.3%
ASX vs URA
+128.0%
+304.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | -0.7% | +1.1% | -1.8% | -1.3% |
| 30D | +2.0% | +7.4% | -5.4% | -1.4% |
| 3M | -1.3% | -8.4% | +7.1% | +2.6% |
| 6M | +71.4% | -12.7% | +84.2% | +80.5% |
| YTD | +135.3% | +7.8% | +127.5% | +125.5% |
| 1Y | +267.5% | +19.5% | +248.0% | +232.0% |
| 3Y | +388.5% | +116.4% | +272.1% | +231.8% |
| All | +432.3% | +128.0% | +304.3% | +239.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling