+842.6%
ASX vs DLR
+174.9%
+667.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.4% | +5.2% | +7.2% |
| 7D | -12.3% | +2.4% | -14.6% | -12.7% |
| 30D | -26.0% | +0.7% | -26.7% | -25.7% |
| 3M | -8.1% | -6.4% | -1.7% | -4.8% |
| 6M | +1.4% | -6.5% | +7.9% | +4.4% |
| YTD | +115.6% | +18.8% | +96.8% | +101.9% |
| 1Y | +128.0% | +9.0% | +119.0% | +120.8% |
| 3Y | +371.4% | +54.5% | +316.9% | +297.6% |
| 5Y | +469.4% | +35.8% | +433.6% | +388.6% |
| 10Y | +842.6% | +177.5% | +665.2% | +565.7% |
| All | +842.6% | +174.9% | +667.7% | +565.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling