+146.5%
ASX vs DHI
+9.6%
+136.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +8.1% | -12.0% | -4.7% |
| 7D | -14.6% | +9.8% | -24.4% | -15.4% |
| 30D | -21.1% | +17.8% | -38.9% | -23.0% |
| 3M | -3.1% | +4.7% | -7.8% | -3.0% |
| 6M | +17.4% | +10.0% | +7.3% | +16.0% |
| YTD | +135.3% | +10.0% | +125.4% | +129.6% |
| 1Y | +146.5% | +9.1% | +137.4% | +138.4% |
| All | +146.5% | +9.6% | +136.9% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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