-25.5%
UBER vs ASX
+275.6%
-301.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.5% | -6.3% | -3.0% |
| 7D | -7.0% | +11.1% | -18.1% | -7.6% |
| 30D | -8.9% | +9.6% | -18.5% | -9.5% |
| 3M | +1.0% | +18.6% | -17.6% | -1.5% |
| 6M | -3.7% | +92.1% | -95.9% | -16.0% |
| YTD | -13.0% | +158.5% | -171.5% | -31.0% |
| 1Y | -25.5% | +271.9% | -297.4% | -45.9% |
| All | -25.5% | +275.6% | -301.1% | -45.9% |
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