+146.5%
ASX vs UUUU
-55.1%
+201.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.8% | -3.1% | -3.7% |
| 7D | -14.6% | -14.4% | -0.2% | -10.4% |
| 30D | -21.1% | -33.6% | +12.6% | -11.2% |
| 3M | -3.1% | -44.2% | +41.1% | +13.8% |
| 6M | +17.4% | -66.8% | +84.2% | +51.6% |
| YTD | +135.3% | -50.6% | +185.9% | +175.2% |
| 1Y | +146.5% | -57.8% | +204.3% | +194.8% |
| All | +146.5% | -55.1% | +201.6% | +194.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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