+504.7%
ASX vs UUUU
-37.4%
+542.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.8% | +11.1% | +5.0% |
| 7D | -9.1% | -6.9% | -2.2% | -7.4% |
| 30D | -23.6% | -32.3% | +8.7% | -16.7% |
| 3M | -5.6% | -52.8% | +47.2% | +10.4% |
| 6M | +4.7% | -68.5% | +73.2% | +31.6% |
| YTD | +122.6% | -53.6% | +176.2% | +153.8% |
| 1Y | +133.0% | -59.1% | +192.1% | +170.1% |
| 3Y | +367.1% | -14.7% | +381.8% | +317.7% |
| 5Y | +504.7% | -35.4% | +540.2% | +410.9% |
| All | +504.7% | -37.4% | +542.1% | +410.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling