+447.1%
ASX vs DHI
+56.7%
+390.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.8% | -2.5% |
| 7D | +6.5% | -6.1% | +12.6% | +8.6% |
| 30D | +3.1% | -10.1% | +13.2% | +6.5% |
| 3M | +17.4% | -7.3% | +24.7% | +19.7% |
| 6M | +85.4% | -6.1% | +91.6% | +87.7% |
| YTD | +150.1% | -5.0% | +155.1% | +150.7% |
| 1Y | +256.3% | -22.1% | +278.4% | +279.5% |
| 3Y | +446.9% | +19.2% | +427.6% | +359.1% |
| 5Y | +447.1% | +59.4% | +387.7% | +276.7% |
| All | +447.1% | +56.7% | +390.4% | +276.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling