+913.4%
ASX vs DG
+105.6%
+807.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.0% | +10.1% | +6.5% |
| 7D | +6.3% | -2.5% | +8.8% | +6.6% |
| 30D | +6.4% | +1.0% | +5.4% | +6.2% |
| 3M | +13.1% | +20.3% | -7.2% | +10.1% |
| 6M | +90.3% | -11.7% | +102.0% | +92.4% |
| YTD | +149.6% | -2.3% | +152.0% | +148.9% |
| 1Y | +249.2% | +20.0% | +229.2% | +237.4% |
| 3Y | +445.9% | +7.2% | +438.7% | +423.6% |
| 5Y | +477.7% | -37.9% | +515.7% | +523.4% |
| 10Y | +913.4% | +107.3% | +806.1% | +824.7% |
| All | +913.4% | +105.6% | +807.7% | +824.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling