+45.9%
UPS vs ASX
+962.9%
-917.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.9% | +2.2% |
| 7D | +3.8% | +12.4% | -8.6% | +1.5% |
| 30D | +17.4% | -19.8% | +37.2% | +20.9% |
| 3M | +8.2% | -10.3% | +18.5% | +8.4% |
| 6M | +17.9% | +1.2% | +16.7% | +13.4% |
| YTD | +18.7% | +123.0% | -104.3% | -4.3% |
| 1Y | +24.8% | +145.4% | -120.6% | -1.5% |
| 3Y | -4.5% | +368.6% | -373.2% | -36.9% |
| 5Y | -33.2% | +486.0% | -519.2% | -59.1% |
| All | +45.9% | +962.9% | -917.0% | -26.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling