+415.3%
ASX vs URI
+166.6%
+248.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.1% | +5.3% | +5.9% |
| 7D | -19.9% | -9.8% | -10.1% | -15.6% |
| 30D | -30.9% | +1.7% | -32.6% | -30.8% |
| 3M | -15.1% | -9.1% | -6.0% | -10.9% |
| 6M | -6.5% | +9.9% | -16.3% | -9.1% |
| YTD | +98.4% | +31.2% | +67.2% | +74.2% |
| 1Y | +107.9% | +25.9% | +81.9% | +85.8% |
| 3Y | +325.3% | +147.4% | +177.9% | +162.2% |
| All | +415.3% | +166.6% | +248.8% | +172.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling