+432.3%
ASX vs DE
+92.1%
+340.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -0.7% | +10.0% | -10.7% | -4.3% |
| 30D | +2.0% | +13.3% | -11.3% | -2.9% |
| 3M | -1.3% | +17.5% | -18.8% | -7.1% |
| 6M | +71.4% | +13.6% | +57.9% | +62.7% |
| YTD | +135.3% | +49.8% | +85.5% | +100.4% |
| 1Y | +267.5% | +47.9% | +219.6% | +213.3% |
| 3Y | +388.5% | +72.5% | +316.0% | +283.8% |
| All | +432.3% | +92.1% | +340.2% | +274.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling