+146.5%
ASX vs DLR
+11.0%
+135.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +2.6% | -6.5% | -5.3% |
| 7D | -14.6% | +2.8% | -17.4% | -15.9% |
| 30D | -21.1% | +2.8% | -23.9% | -22.2% |
| 3M | -3.1% | -4.0% | +0.9% | -1.3% |
| 6M | +17.4% | -5.6% | +23.0% | +22.5% |
| YTD | +135.3% | +21.9% | +113.4% | +115.4% |
| 1Y | +146.5% | +13.0% | +133.5% | +130.0% |
| All | +146.5% | +11.0% | +135.5% | +130.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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