+288.4%
UPS vs ASX
+3,515.0%
-3,226.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -6.5% |
| 6M | -4.4% | +71.4% | -75.8% | -13.2% |
| YTD | +8.0% | +135.3% | -127.3% | -6.9% |
| 1Y | +29.0% | +267.5% | -238.4% | +3.5% |
| 3Y | -27.7% | +388.5% | -416.2% | -45.4% |
| 5Y | -34.3% | +417.1% | -451.4% | -51.6% |
| 10Y | +37.8% | +872.7% | -835.0% | -10.6% |
| All | +288.4% | +3,515.0% | -3,226.6% | +85.5% |
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 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