+432.3%
ASX vs DOC
-24.5%
+456.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +0.7% |
| 7D | -0.7% | -1.5% | +0.8% | -0.3% |
| 30D | +2.0% | -4.8% | +6.7% | +3.3% |
| 3M | -1.3% | +6.9% | -8.2% | -3.9% |
| 6M | +71.4% | +20.7% | +50.7% | +60.1% |
| YTD | +135.3% | +34.1% | +101.2% | +111.7% |
| 1Y | +267.5% | +22.6% | +244.8% | +239.4% |
| 3Y | +388.5% | +20.8% | +367.7% | +343.9% |
| All | +432.3% | -24.5% | +456.8% | +463.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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