+54.8%
UBER vs ASX
+443.1%
-388.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.1% | -9.5% | -4.8% |
| 7D | -2.8% | +6.3% | -9.1% | -4.2% |
| 30D | -2.5% | +6.4% | -8.9% | -4.2% |
| 3M | +4.4% | +13.1% | -8.8% | -1.3% |
| 6M | -2.7% | +90.3% | -93.0% | -24.5% |
| YTD | -10.5% | +149.6% | -160.1% | -38.1% |
| 1Y | -22.5% | +249.2% | -271.7% | -53.5% |
| 3Y | +54.8% | +445.9% | -391.1% | -32.7% |
| All | +54.8% | +443.1% | -388.3% | -32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling