+3,552.3%
ASX vs D
+601.0%
+2,951.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +4.4% | -8.4% | -5.4% |
| 7D | -14.6% | +8.5% | -23.1% | -17.1% |
| 30D | -21.1% | +14.3% | -35.4% | -25.0% |
| 3M | -3.1% | +1.8% | -4.9% | -4.2% |
| 6M | +17.4% | +13.0% | +4.3% | +10.9% |
| YTD | +135.3% | +22.7% | +112.6% | +115.2% |
| 1Y | +146.5% | +22.6% | +123.9% | +125.0% |
| 3Y | +403.1% | +84.2% | +318.9% | +280.6% |
| 5Y | +551.7% | +15.8% | +536.0% | +480.4% |
| 10Y | +923.7% | +45.8% | +877.9% | +676.8% |
| All | +3,552.3% | +601.0% | +2,951.3% | +1,378.3% |
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 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