+2,226.7%
ASX vs UUUU
-96.4%
+2,323.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.9% |
| 7D | +12.4% | -1.1% | +13.4% | +12.5% |
| 30D | -19.8% | -21.0% | +1.2% | -17.7% |
| 3M | -10.3% | -54.8% | +44.5% | -3.0% |
| 6M | +1.2% | -67.3% | +68.6% | +13.0% |
| YTD | +123.0% | -54.7% | +177.7% | +138.7% |
| 1Y | +145.4% | -57.4% | +202.9% | +163.5% |
| 3Y | +368.6% | -19.6% | +388.3% | +356.6% |
| 5Y | +486.0% | -40.0% | +526.1% | +469.2% |
| 10Y | +941.0% | +364.1% | +577.0% | +706.0% |
| All | +2,226.7% | -96.4% | +2,323.0% | +1,731.2% |
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