+267.5%
ASX vs DG
+23.4%
+244.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.3% |
| 7D | -0.7% | +8.4% | -9.1% | -0.5% |
| 30D | +2.0% | +4.9% | -3.0% | +2.2% |
| 3M | -1.3% | +29.3% | -30.7% | -2.0% |
| 6M | +71.4% | -11.3% | +82.7% | +72.0% |
| YTD | +135.3% | +1.8% | +133.6% | +137.4% |
| 1Y | +267.5% | +25.3% | +242.1% | +274.9% |
| All | +267.5% | +23.4% | +244.0% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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