+999.4%
ASX vs UUUU
+535.4%
+464.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.6% |
| 7D | +11.1% | +1.8% | +9.3% | +10.8% |
| 30D | +9.6% | +1.8% | +7.8% | +9.1% |
| 3M | +18.6% | +1.3% | +17.4% | +18.3% |
| 6M | +92.1% | -26.8% | +118.9% | +99.5% |
| YTD | +158.5% | +0.1% | +158.4% | +152.8% |
| 1Y | +271.9% | +11.2% | +260.7% | +249.1% |
| 3Y | +465.2% | +97.7% | +367.5% | +359.2% |
| 5Y | +479.4% | +127.3% | +352.1% | +340.8% |
| All | +999.4% | +535.4% | +464.1% | +561.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling