+36.1%
UPS vs ASX
+973.8%
-937.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -2.0% |
| 7D | -3.7% | +11.1% | -14.8% | -5.7% |
| 30D | -3.7% | +9.6% | -13.3% | -5.7% |
| 3M | -6.6% | +18.6% | -25.2% | -10.9% |
| 6M | +2.6% | +92.1% | -89.6% | -12.5% |
| YTD | +4.8% | +158.5% | -153.7% | -16.5% |
| 1Y | +25.3% | +271.9% | -246.6% | -8.2% |
| 3Y | -26.9% | +465.2% | -492.1% | -52.7% |
| 5Y | -33.5% | +479.4% | -512.9% | -58.5% |
| 10Y | +36.1% | +992.0% | -955.9% | -30.8% |
| All | +36.1% | +973.8% | -937.7% | -30.8% |
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