+887.2%
ASX vs DE
+783.8%
+103.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.5% |
| 7D | -9.1% | +3.3% | -12.4% | -10.1% |
| 30D | -23.6% | +10.7% | -34.3% | -26.6% |
| 3M | -5.6% | +13.1% | -18.7% | -10.6% |
| 6M | +4.7% | +20.2% | -15.5% | -3.1% |
| YTD | +122.6% | +48.9% | +73.7% | +87.1% |
| 1Y | +133.0% | +46.6% | +86.4% | +96.4% |
| 3Y | +367.1% | +91.4% | +275.7% | +245.5% |
| 5Y | +504.7% | +108.1% | +396.6% | +320.4% |
| 10Y | +887.2% | +782.7% | +104.5% | +339.9% |
| All | +887.2% | +783.8% | +103.5% | +339.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 10y: compounded portfolio wealth divided by compounded DE 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…
10y analysis · Full analysis span regression · 6 months rolling