+299.6%
ASX vs URI
+136.1%
+163.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.1% | -13.6% | -17.8% |
| 7D | -33.3% | -12.9% | -20.4% | -28.9% |
| 30D | -36.5% | -3.4% | -33.1% | -35.0% |
| 3M | -19.2% | -10.0% | -9.2% | -15.1% |
| 6M | -10.2% | +12.2% | -22.4% | -12.6% |
| YTD | +86.5% | +29.8% | +56.7% | +68.1% |
| 1Y | +89.6% | +24.6% | +65.0% | +73.9% |
| All | +299.6% | +136.1% | +163.5% | +163.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling