+963.7%
ASX vs UUUU
+495.2%
+468.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.3% | +3.1% | -2.2% |
| 7D | +6.5% | -5.0% | +11.5% | +7.4% |
| 30D | +3.1% | -7.8% | +10.9% | +4.3% |
| 3M | +17.4% | -0.4% | +17.8% | +17.4% |
| 6M | +85.4% | -32.9% | +118.3% | +95.3% |
| YTD | +150.1% | -6.3% | +156.3% | +147.2% |
| 1Y | +256.3% | +7.9% | +248.4% | +236.2% |
| 3Y | +446.9% | +85.2% | +361.7% | +349.0% |
| 5Y | +447.1% | +97.0% | +350.1% | +324.7% |
| All | +963.7% | +495.2% | +468.5% | +546.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling