+146.5%
ASX vs DGX
+45.0%
+101.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.5% | -7.4% | -3.0% |
| 7D | -14.6% | +4.1% | -18.7% | -13.6% |
| 30D | -21.1% | +10.5% | -31.6% | -18.7% |
| 3M | -3.1% | +9.8% | -12.9% | -0.3% |
| 6M | +17.4% | +34.6% | -17.2% | +24.0% |
| YTD | +135.3% | +49.8% | +85.5% | +150.0% |
| 1Y | +146.5% | +46.0% | +100.5% | +161.0% |
| All | +146.5% | +45.0% | +101.5% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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