+133.0%
ASX vs URI
+30.2%
+102.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.1% | +5.3% | +4.2% |
| 7D | -9.1% | -6.0% | -3.2% | -6.5% |
| 30D | -23.6% | +4.6% | -28.2% | -24.0% |
| 3M | -5.6% | -2.7% | -2.9% | -3.9% |
| 6M | +4.7% | +18.4% | -13.7% | +2.7% |
| YTD | +122.6% | +37.4% | +85.2% | +101.4% |
| 1Y | +133.0% | +30.4% | +102.7% | +116.3% |
| All | +133.0% | +30.2% | +102.8% | +116.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling