+551.7%
ASX vs DOC
-22.8%
+574.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.1% | -7.1% | -4.7% |
| 7D | -14.6% | +8.7% | -23.3% | -16.4% |
| 30D | -21.1% | +7.6% | -28.7% | -22.8% |
| 3M | -3.1% | -5.3% | +2.2% | -1.9% |
| 6M | +17.4% | +27.6% | -10.2% | +7.3% |
| YTD | +135.3% | +32.4% | +102.9% | +111.6% |
| 1Y | +146.5% | +22.9% | +123.6% | +127.2% |
| 3Y | +403.1% | +43.1% | +360.0% | +321.5% |
| 5Y | +551.7% | -21.4% | +573.1% | +636.3% |
| All | +551.7% | -22.8% | +574.5% | +636.3% |
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