+2,354.9%
ASX vs UUUU
-92.0%
+2,446.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -0.7% | -1.4% | +0.6% | -0.6% |
| 30D | +2.0% | +16.3% | -14.3% | +0.3% |
| 3M | -1.3% | -16.7% | +15.4% | +0.4% |
| 6M | +71.4% | -33.7% | +105.1% | +77.3% |
| YTD | +135.3% | -0.5% | +135.8% | +132.7% |
| 1Y | +267.5% | +28.9% | +238.6% | +250.0% |
| 3Y | +388.5% | +99.9% | +288.6% | +333.8% |
| 5Y | +417.1% | +135.3% | +281.8% | +341.6% |
| 10Y | +872.7% | +518.4% | +354.4% | +615.4% |
| All | +2,354.9% | -92.0% | +2,446.9% | +1,685.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling