+504.7%
ASX vs URA
+32.3%
+472.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.2% | +2.5% | +9.7% | +10.9% |
| 7D | -9.1% | +0.3% | -9.4% | -8.6% |
| 30D | -23.6% | -14.8% | -8.8% | -16.7% |
| 3M | -5.6% | -25.3% | +19.7% | +9.1% |
| 6M | +4.7% | -39.9% | +44.6% | +33.6% |
| YTD | +122.6% | -22.4% | +145.0% | +150.4% |
| 1Y | +133.0% | -29.0% | +162.0% | +171.1% |
| 3Y | +367.1% | +41.0% | +326.2% | +279.7% |
| 5Y | +504.7% | +38.3% | +466.4% | +359.5% |
| All | +504.7% | +32.3% | +472.4% | +359.5% |
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