+68.5%
UBER vs ASX
+1,035.9%
-967.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.3% | -4.8% | -2.7% |
| 7D | +5.2% | -9.1% | +14.3% | +7.4% |
| 30D | -2.0% | -23.6% | +21.5% | +5.4% |
| 3M | -10.2% | -5.6% | -4.6% | -12.1% |
| 6M | -7.2% | +4.7% | -11.9% | -17.6% |
| YTD | -14.3% | +122.6% | -136.9% | -47.8% |
| 1Y | -25.6% | +133.0% | -158.6% | -55.7% |
| 3Y | +35.8% | +367.1% | -331.3% | -46.6% |
| 5Y | +61.5% | +504.7% | -443.3% | -46.5% |
| All | +68.5% | +1,035.9% | -967.4% | -61.1% |
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