+3,552.3%
ASX vs DE
+6,885.6%
-3,333.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -0.7% | +10.0% | -10.7% | -4.9% |
| 30D | +2.0% | +13.3% | -11.3% | -3.7% |
| 3M | -1.3% | +17.5% | -18.8% | -8.1% |
| 6M | +71.4% | +13.6% | +57.9% | +61.0% |
| YTD | +135.3% | +49.8% | +85.5% | +94.5% |
| 1Y | +267.5% | +47.9% | +219.6% | +204.3% |
| 3Y | +388.5% | +72.5% | +316.0% | +270.1% |
| 5Y | +417.1% | +90.2% | +326.9% | +264.1% |
| 10Y | +872.7% | +865.4% | +7.4% | +210.3% |
| All | +3,552.3% | +6,885.6% | -3,333.3% | +258.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling