-25.1%
UPS vs ASX
+403.7%
-428.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | -3.5% | +2.0% | -5.5% | -3.9% |
| 3M | -5.7% | -1.3% | -4.4% | -6.7% |
| 6M | -4.4% | +71.4% | -75.8% | -14.4% |
| YTD | +8.0% | +135.3% | -127.3% | -8.9% |
| 1Y | +29.0% | +267.5% | -238.4% | -0.4% |
| All | -25.1% | +403.7% | -428.9% | -49.9% |
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 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