+1,275.6%
ASX vs DOW
-15.4%
+1,291.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.4% | +5.6% | +5.9% |
| 7D | +6.3% | -2.9% | +9.2% | +7.3% |
| 30D | +6.4% | +2.0% | +4.5% | +5.5% |
| 3M | +13.1% | -12.5% | +25.7% | +17.0% |
| 6M | +90.3% | -9.2% | +99.5% | +90.4% |
| YTD | +149.6% | +30.8% | +118.9% | +114.0% |
| 1Y | +249.2% | +29.4% | +219.8% | +196.9% |
| 3Y | +445.9% | -34.6% | +480.5% | +501.7% |
| 5Y | +477.7% | -35.9% | +513.7% | +536.1% |
| All | +1,275.6% | -15.4% | +1,291.0% | +1,128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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