+125.7%
ASX vs DLR
+9.4%
+116.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.4% | +5.2% | +6.3% |
| 7D | -12.3% | +2.4% | -14.6% | -12.5% |
| 30D | -26.0% | +0.7% | -26.7% | -25.3% |
| 3M | -8.1% | -6.4% | -1.7% | -3.9% |
| 6M | +1.4% | -6.5% | +7.9% | +7.5% |
| YTD | +115.6% | +18.8% | +96.8% | +99.6% |
| All | +125.7% | +9.4% | +116.3% | +115.7% |
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 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