+1,087.8%
ASX vs DOW
-11.5%
+1,099.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.4% | +10.0% | +9.1% |
| 7D | -12.3% | -9.4% | -2.9% | -9.4% |
| 30D | -26.0% | +8.9% | -34.9% | -28.3% |
| 3M | -8.1% | +6.7% | -14.8% | -10.8% |
| 6M | +1.4% | -14.2% | +15.6% | +5.0% |
| YTD | +115.6% | +36.9% | +78.6% | +81.0% |
| 1Y | +128.0% | +45.8% | +82.3% | +86.2% |
| 3Y | +371.4% | -23.9% | +395.3% | +386.8% |
| 5Y | +469.4% | -30.8% | +500.2% | +507.9% |
| All | +1,087.8% | -11.5% | +1,099.3% | +939.0% |
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