+415.3%
ASX vs DE
+99.7%
+315.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.3% | +5.2% | +6.0% |
| 7D | -19.9% | -0.6% | -19.4% | -19.6% |
| 30D | -30.9% | +2.3% | -33.1% | -31.5% |
| 3M | -15.1% | +9.5% | -24.6% | -18.3% |
| 6M | -6.5% | +14.1% | -20.6% | -11.2% |
| YTD | +98.4% | +45.4% | +53.0% | +70.5% |
| 1Y | +107.9% | +42.9% | +65.0% | +79.2% |
| 3Y | +325.3% | +84.8% | +240.4% | +224.0% |
| All | +415.3% | +99.7% | +315.6% | +272.6% |
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