+3,971.2%
ASX vs DLR
+3,340.7%
+630.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.7% | +6.5% |
| 7D | -19.9% | -3.6% | -16.3% | -18.5% |
| 30D | -30.9% | -3.5% | -27.4% | -29.6% |
| 3M | -15.1% | -8.9% | -6.2% | -11.6% |
| 6M | -6.5% | -11.6% | +5.1% | -2.1% |
| YTD | +98.4% | +14.9% | +83.5% | +89.3% |
| 1Y | +107.9% | +6.4% | +101.4% | +103.6% |
| 3Y | +325.3% | +47.3% | +278.0% | +270.1% |
| 5Y | +447.3% | +32.8% | +414.5% | +383.6% |
| 10Y | +763.2% | +169.6% | +593.6% | +477.1% |
| All | +3,971.2% | +3,340.7% | +630.5% | +965.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling