+321.7%
UPS vs ASX
+3,319.4%
-2,997.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.4% |
| 7D | +1.7% | -9.1% | +10.9% | +2.7% |
| 30D | +17.4% | -23.6% | +41.0% | +21.1% |
| 3M | +7.7% | -5.6% | +13.3% | +7.2% |
| 6M | +13.8% | +4.7% | +9.1% | +10.3% |
| YTD | +17.3% | +122.6% | -105.3% | +0.7% |
| 1Y | +27.2% | +133.0% | -105.8% | +8.4% |
| 3Y | -5.6% | +367.1% | -372.8% | -29.1% |
| 5Y | -33.5% | +504.7% | -538.3% | -52.6% |
| 10Y | +43.7% | +887.2% | -843.6% | -8.0% |
| All | +321.7% | +3,319.4% | -2,997.7% | +100.6% |
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