+12.0%
UPS vs ASX
-3.8%
+15.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.4% | -8.9% | -2.8% |
| 7D | 0.0% | -19.9% | +20.0% | +1.3% |
| 30D | +17.3% | -30.9% | +48.2% | +19.6% |
| 3M | +6.6% | -15.1% | +21.7% | +6.3% |
| 6M | +12.0% | -6.5% | +18.5% | +8.5% |
| All | +12.0% | -3.8% | +15.8% | +8.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling