+311.2%
UPS vs ASX
+2,948.3%
-2,637.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.4% | -8.9% | -3.4% |
| 7D | 0.0% | -19.9% | +20.0% | +2.9% |
| 30D | +17.3% | -30.9% | +48.2% | +22.8% |
| 3M | +6.6% | -15.1% | +21.7% | +7.8% |
| 6M | +12.0% | -6.5% | +18.5% | +10.3% |
| YTD | +14.4% | +98.4% | -84.1% | -0.1% |
| 1Y | +23.3% | +107.9% | -84.6% | +6.9% |
| 3Y | -9.6% | +325.3% | -334.9% | -31.1% |
| 5Y | -34.1% | +447.3% | -481.4% | -52.3% |
| 10Y | +49.5% | +763.2% | -713.7% | -2.3% |
| All | +311.2% | +2,948.3% | -2,637.1% | +99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling