-17.6%
UBER vs ASX
+272.9%
-290.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | +11.1% | +2.0% | +9.1% | +10.9% |
| 3M | +4.9% | -1.3% | +6.3% | +4.0% |
| 6M | -1.2% | +71.4% | -72.6% | -13.5% |
| YTD | -7.3% | +135.3% | -142.6% | -26.5% |
| 1Y | -17.6% | +267.5% | -285.1% | -41.9% |
| All | -17.6% | +272.9% | -290.5% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 1y: compounded portfolio wealth divided by compounded ASX 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…
1y analysis · Full analysis span regression · 6 months rolling