+748.4%
ASX vs URI
+1,374.0%
-625.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.1% | +5.3% | +6.0% |
| 7D | -19.9% | -9.8% | -10.1% | -16.3% |
| 30D | -30.9% | +1.7% | -32.6% | -30.9% |
| 3M | -15.1% | -9.1% | -6.0% | -11.7% |
| 6M | -6.5% | +9.9% | -16.3% | -8.8% |
| YTD | +98.4% | +31.2% | +67.2% | +77.9% |
| 1Y | +107.9% | +25.9% | +81.9% | +89.1% |
| 3Y | +325.3% | +147.4% | +177.9% | +195.7% |
| 5Y | +447.3% | +179.7% | +267.6% | +253.3% |
| All | +748.4% | +1,374.0% | -625.6% | +283.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling