+2,793.8%
ASX vs URI
+4,465.3%
-1,671.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -7.1% | -13.6% | -18.8% |
| 7D | -33.3% | -12.9% | -20.4% | -30.4% |
| 30D | -36.5% | -3.4% | -33.1% | -35.6% |
| 3M | -19.2% | -10.0% | -9.2% | -16.5% |
| 6M | -10.2% | +12.2% | -22.4% | -12.4% |
| YTD | +86.5% | +29.8% | +56.7% | +72.4% |
| 1Y | +89.6% | +24.6% | +65.0% | +77.3% |
| 3Y | +298.6% | +137.6% | +161.0% | +209.3% |
| 5Y | +414.3% | +176.6% | +237.6% | +278.2% |
| 10Y | +711.1% | +1,402.6% | -691.5% | +265.4% |
| All | +2,793.8% | +4,465.3% | -1,671.5% | +586.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling