+392.6%
ASX vs D
+56.9%
+335.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.1% |
| 7D | -0.7% | +0.4% | -1.2% | -0.7% |
| 30D | +2.0% | -3.6% | +5.5% | +1.7% |
| 3M | -1.3% | -1.0% | -0.3% | -1.5% |
| 6M | +71.4% | +6.3% | +65.2% | +71.7% |
| YTD | +135.3% | +14.7% | +120.6% | +135.7% |
| 1Y | +267.5% | +16.9% | +250.5% | +267.6% |
| All | +392.6% | +56.9% | +335.7% | +364.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling