+56.4%
UBER vs ASX
+464.2%
-407.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.6% | -4.9% | +1.1% |
| 7D | +6.7% | -12.3% | +19.0% | +10.0% |
| 30D | -0.5% | -26.0% | +25.5% | +7.4% |
| 3M | -5.1% | -8.1% | +3.0% | -6.2% |
| 6M | -5.7% | +1.4% | -7.1% | -15.0% |
| YTD | -12.9% | +115.6% | -128.5% | -46.4% |
| 1Y | -22.6% | +128.0% | -150.7% | -53.8% |
| 3Y | +42.2% | +371.4% | -329.2% | -47.5% |
| 5Y | +56.4% | +469.4% | -413.0% | -52.2% |
| All | +56.4% | +464.2% | -407.8% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling