+486.8%
ASX vs DG
-35.8%
+522.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | +12.4% | +0.3% | +12.1% | +12.4% |
| 30D | -19.8% | +3.2% | -23.0% | -19.9% |
| 3M | -10.3% | +10.4% | -20.7% | -10.7% |
| 6M | +1.2% | +33.2% | -31.9% | -0.6% |
| YTD | +123.0% | +3.0% | +120.1% | +122.5% |
| 1Y | +145.4% | +31.2% | +114.2% | +140.9% |
| 3Y | +368.6% | +21.8% | +346.8% | +357.2% |
| All | +486.8% | -35.8% | +522.6% | +544.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling