+858.4%
ASX vs DRI
+363.5%
+494.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.7% | +0.6% | -1.3% | -0.9% |
| 30D | +2.0% | +3.8% | -1.9% | +0.7% |
| 3M | -1.3% | +13.0% | -14.3% | -5.7% |
| 6M | +71.4% | +8.3% | +63.1% | +65.9% |
| YTD | +135.3% | +20.6% | +114.7% | +119.6% |
| 1Y | +267.5% | +6.5% | +261.0% | +255.3% |
| 3Y | +388.5% | +53.7% | +334.8% | +313.9% |
| 5Y | +417.1% | +72.7% | +344.4% | +319.2% |
| All | +858.4% | +363.5% | +494.9% | +518.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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