+367.1%
ASX vs UUUU
-15.0%
+382.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.8% | +11.1% | +4.9% |
| 7D | -9.1% | -6.9% | -2.2% | -7.5% |
| 30D | -23.6% | -32.3% | +8.7% | -17.1% |
| 3M | -5.6% | -52.8% | +47.2% | +9.2% |
| 6M | +4.7% | -68.5% | +73.2% | +28.4% |
| YTD | +122.6% | -53.6% | +176.2% | +153.2% |
| 1Y | +133.0% | -59.1% | +192.1% | +168.4% |
| 3Y | +367.1% | -14.7% | +381.8% | +304.8% |
| All | +367.1% | -15.0% | +382.1% | +304.8% |
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 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