+1,965.8%
ASX vs DG
+612.5%
+1,353.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.1% | +9.5% | +6.8% |
| 7D | -19.9% | +1.1% | -21.0% | -20.1% |
| 30D | -30.9% | +9.5% | -40.4% | -32.0% |
| 3M | -15.1% | +5.5% | -20.6% | -16.2% |
| 6M | -6.5% | +16.1% | -22.6% | -9.5% |
| YTD | +98.4% | +2.7% | +95.8% | +95.4% |
| 1Y | +107.9% | +42.1% | +65.8% | +93.4% |
| 3Y | +325.3% | +19.3% | +306.0% | +293.9% |
| 5Y | +447.3% | -35.3% | +482.6% | +472.3% |
| 10Y | +763.2% | +123.9% | +639.3% | +586.7% |
| All | +1,965.8% | +612.5% | +1,353.3% | +1,073.8% |
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