+1,562.9%
ASX vs URA
-53.7%
+1,616.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.3% | -15.5% | -18.6% |
| 7D | -33.3% | -13.3% | -20.0% | -28.8% |
| 30D | -36.5% | -25.9% | -10.6% | -27.7% |
| 3M | -19.2% | -27.8% | +8.6% | -7.3% |
| 6M | -10.2% | -42.8% | +32.6% | +13.3% |
| YTD | +86.5% | -27.5% | +114.0% | +112.5% |
| 1Y | +89.6% | -35.1% | +124.8% | +124.5% |
| 3Y | +298.6% | +31.1% | +267.5% | +249.0% |
| 5Y | +414.3% | +29.8% | +384.5% | +335.4% |
| 10Y | +711.1% | +265.1% | +446.0% | +334.3% |
| All | +1,562.9% | -53.7% | +1,616.6% | +1,619.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling