+66.3%
UBER vs ASX
+1,061.8%
-995.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -0.8% |
| 7D | +0.5% | +22.1% | -21.6% | -6.7% |
| 30D | -3.1% | -23.8% | +20.7% | +4.3% |
| 3M | -8.3% | -7.6% | -0.7% | -9.4% |
| 6M | -9.5% | +6.9% | -16.4% | -20.3% |
| YTD | -15.4% | +127.7% | -143.1% | -48.9% |
| 1Y | -26.1% | +144.5% | -170.7% | -57.0% |
| 3Y | +34.0% | +377.8% | -343.8% | -47.8% |
| 5Y | +53.2% | +498.2% | -445.0% | -48.9% |
| All | +66.3% | +1,061.8% | -995.6% | -62.0% |
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