+985.8%
ASX vs DE
+762.0%
+223.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.7% |
| 7D | +12.4% | +0.3% | +12.1% | +12.4% |
| 30D | -19.8% | +3.6% | -23.4% | -20.8% |
| 3M | -10.3% | +10.2% | -20.6% | -14.1% |
| 6M | +1.2% | +16.6% | -15.3% | -5.1% |
| YTD | +123.0% | +45.8% | +77.2% | +89.0% |
| 1Y | +145.4% | +43.9% | +101.5% | +108.5% |
| 3Y | +368.6% | +89.6% | +279.0% | +247.8% |
| 5Y | +486.0% | +100.3% | +385.7% | +313.8% |
| All | +985.8% | +762.0% | +223.8% | +385.7% |
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