+259.2%
ASX vs DE
+43.6%
+215.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.8% | +7.9% | +6.5% |
| 7D | +6.3% | +0.7% | +5.6% | +6.0% |
| 30D | +6.4% | +9.6% | -3.2% | +3.6% |
| 3M | +13.1% | +19.0% | -5.8% | +9.0% |
| 6M | +90.3% | +16.1% | +74.2% | +83.0% |
| YTD | +149.6% | +47.0% | +102.6% | +143.7% |
| All | +259.2% | +43.6% | +215.5% | +249.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling