-26.1%
UBER vs ASX
+142.3%
-168.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -2.1% |
| 7D | +0.5% | +22.1% | -21.6% | +0.1% |
| 30D | -3.1% | -23.8% | +20.7% | -2.7% |
| 3M | -8.3% | -7.6% | -0.7% | -8.3% |
| 6M | -9.5% | +6.9% | -16.4% | -11.8% |
| YTD | -15.4% | +127.7% | -143.1% | -34.7% |
| 1Y | -26.1% | +144.5% | -170.7% | -44.8% |
| All | -26.1% | +142.3% | -168.4% | -44.8% |
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