+3,552.3%
ASX vs D
+561.7%
+2,990.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | +1.5% | -2.2% | -1.2% |
| 30D | +2.0% | -2.6% | +4.6% | +2.9% |
| 3M | -1.3% | 0.0% | -1.3% | -1.7% |
| 6M | +71.4% | +7.4% | +64.1% | +65.4% |
| YTD | +135.3% | +15.9% | +119.5% | +120.7% |
| 1Y | +267.5% | +18.1% | +249.4% | +240.5% |
| 3Y | +388.5% | +58.4% | +330.1% | +292.4% |
| 5Y | +417.1% | +5.2% | +411.9% | +379.6% |
| 10Y | +872.7% | +35.9% | +836.9% | +661.5% |
| All | +3,552.3% | +561.7% | +2,990.6% | +1,416.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling