+30.6%
UPS vs ASX
+144.4%
-113.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.9% | +8.7% | +5.0% |
| 7D | +8.2% | -14.6% | +22.8% | +9.3% |
| 30D | +22.7% | -21.1% | +43.8% | +24.6% |
| 3M | +6.4% | -3.1% | +9.5% | +5.7% |
| 6M | +22.6% | +17.4% | +5.2% | +17.4% |
| YTD | +20.7% | +135.3% | -114.6% | +8.1% |
| 1Y | +30.6% | +146.5% | -115.9% | +16.9% |
| All | +30.6% | +144.4% | -113.8% | +16.9% |
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