+3,552.3%
ASX vs URI
+4,316.9%
-764.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | -0.7% | -2.0% | +1.3% | -0.2% |
| 30D | +2.0% | -12.9% | +14.9% | +5.8% |
| 3M | -1.3% | -6.7% | +5.4% | +0.7% |
| 6M | +71.4% | +19.0% | +52.4% | +62.6% |
| YTD | +135.3% | +25.5% | +109.8% | +118.5% |
| 1Y | +267.5% | +5.5% | +261.9% | +256.6% |
| 3Y | +388.5% | +111.3% | +277.2% | +288.6% |
| 5Y | +417.1% | +198.6% | +218.5% | +271.2% |
| 10Y | +872.7% | +1,179.9% | -307.2% | +352.3% |
| All | +3,552.3% | +4,316.9% | -764.6% | +769.9% |
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