+548.8%
USB vs ASX
+3,515.0%
-2,966.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.9% | +5.8% | +2.7% |
| 7D | +2.4% | -14.6% | +17.0% | +5.5% |
| 30D | +6.6% | -21.1% | +27.6% | +11.0% |
| 3M | -4.1% | -3.1% | -1.0% | -4.6% |
| 6M | +12.5% | +17.4% | -4.9% | +5.3% |
| YTD | +17.6% | +135.3% | -117.7% | -5.6% |
| 1Y | +36.5% | +146.5% | -110.0% | +8.4% |
| 3Y | +95.4% | +403.1% | -307.7% | +30.1% |
| 5Y | +26.1% | +551.7% | -525.6% | -22.0% |
| 10Y | +101.3% | +923.7% | -822.4% | +8.2% |
| All | +548.8% | +3,515.0% | -2,966.2% | +117.5% |
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