+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 all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.7% |
| 7D | -0.7% | +0.4% | -1.2% | -0.9% |
| 30D | +2.0% | -3.6% | +5.5% | +3.2% |
| 3M | -1.3% | -1.0% | -0.3% | -1.3% |
| 6M | +71.4% | +6.3% | +65.2% | +66.0% |
| YTD | +135.3% | +14.7% | +120.6% | +121.5% |
| 1Y | +267.5% | +16.9% | +250.5% | +241.7% |
| 3Y | +388.5% | +56.8% | +331.7% | +293.8% |
| 5Y | +417.1% | +5.2% | +411.9% | +379.1% |
| 10Y | +872.7% | +35.9% | +836.9% | +660.8% |
| All | +3,552.3% | +561.7% | +2,990.6% | +1,414.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling