+992.0%
ASX vs DE
+852.3%
+139.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.7% |
| 7D | +11.1% | -3.0% | +14.1% | +12.4% |
| 30D | +9.6% | +11.1% | -1.5% | +4.7% |
| 3M | +18.6% | +17.6% | +1.0% | +11.0% |
| 6M | +92.1% | +13.6% | +78.5% | +81.4% |
| YTD | +158.5% | +46.3% | +112.2% | +119.0% |
| 1Y | +271.9% | +44.2% | +227.7% | +215.5% |
| 3Y | +465.2% | +76.6% | +388.7% | +332.4% |
| 5Y | +479.4% | +98.2% | +381.2% | +310.5% |
| 10Y | +992.0% | +863.5% | +128.5% | +352.1% |
| All | +992.0% | +852.3% | +139.7% | +352.1% |
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