+146.5%
ASX vs DG
+45.3%
+101.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +8.5% | -12.5% | -2.3% |
| 7D | -14.6% | +12.3% | -26.9% | -12.6% |
| 30D | -21.1% | +19.3% | -40.4% | -19.0% |
| 3M | -3.1% | +11.9% | -14.9% | -0.8% |
| 6M | +17.4% | +25.0% | -7.6% | +19.5% |
| YTD | +135.3% | +8.7% | +126.6% | +142.5% |
| 1Y | +146.5% | +44.7% | +101.8% | +148.4% |
| All | +146.5% | +45.3% | +101.2% | +148.4% |
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