+2,349.8%
ASX vs DG
+606.1%
+1,743.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | 0.0% |
| 7D | -0.7% | +8.4% | -9.1% | -1.9% |
| 30D | +2.0% | +4.9% | -3.0% | +1.2% |
| 3M | -1.3% | +29.3% | -30.7% | -5.5% |
| 6M | +71.4% | -11.3% | +82.7% | +73.7% |
| YTD | +135.3% | +1.8% | +133.6% | +133.1% |
| 1Y | +267.5% | +25.3% | +242.1% | +250.2% |
| 3Y | +388.5% | +9.1% | +379.4% | +362.3% |
| 5Y | +417.1% | -34.9% | +452.0% | +441.5% |
| 10Y | +872.7% | +108.2% | +764.6% | +688.8% |
| All | +2,349.8% | +606.1% | +1,743.8% | +1,300.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling