+74.5%
UBER vs ASX
+1,176.1%
-1,101.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.3% | +5.3% | +3.3% |
| 7D | -4.5% | +6.5% | -11.0% | -7.1% |
| 30D | -7.6% | +3.1% | -10.7% | -9.4% |
| 3M | +5.8% | +17.4% | -11.6% | -5.1% |
| 6M | +0.3% | +85.4% | -85.2% | -29.2% |
| YTD | -11.2% | +150.1% | -161.3% | -46.4% |
| 1Y | -23.0% | +256.3% | -279.3% | -61.3% |
| 3Y | +53.6% | +446.9% | -393.3% | -41.4% |
| 5Y | +81.9% | +447.1% | -365.2% | -34.2% |
| All | +74.5% | +1,176.1% | -1,101.6% | -60.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling