+445.9%
ASX vs UUUU
+99.2%
+346.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.0% | +5.0% | +5.9% |
| 7D | +6.3% | +2.8% | +3.5% | +5.8% |
| 30D | +6.4% | +3.4% | +3.0% | +5.5% |
| 3M | +13.1% | -3.9% | +17.0% | +13.3% |
| 6M | +90.3% | -23.2% | +113.5% | +95.3% |
| YTD | +149.6% | +0.6% | +149.1% | +144.2% |
| 1Y | +249.2% | +22.9% | +226.3% | +219.5% |
| 3Y | +445.9% | +98.6% | +347.3% | +314.5% |
| All | +445.9% | +99.2% | +346.7% | +314.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling