+3,774.3%
ASX vs DHI
+3,567.1%
+207.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.0% | +9.1% | +6.9% |
| 7D | +6.3% | -2.0% | +8.3% | +6.8% |
| 30D | +6.4% | -8.3% | +14.8% | +8.7% |
| 3M | +13.1% | -3.7% | +16.9% | +13.8% |
| 6M | +90.3% | -5.4% | +95.7% | +92.1% |
| YTD | +149.6% | -3.0% | +152.6% | +149.3% |
| 1Y | +249.2% | -23.8% | +273.0% | +270.0% |
| 3Y | +445.9% | +21.8% | +424.1% | +393.8% |
| 5Y | +477.7% | +59.6% | +418.1% | +378.5% |
| 10Y | +913.4% | +391.2% | +522.2% | +497.6% |
| All | +3,774.3% | +3,567.1% | +207.2% | +833.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling