+985.8%
ASX vs DRI
+331.7%
+654.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.1% |
| 7D | +12.4% | +1.1% | +11.3% | +12.1% |
| 30D | -19.8% | +9.7% | -29.5% | -22.2% |
| 3M | -10.3% | +3.2% | -13.5% | -11.7% |
| 6M | +1.2% | +20.6% | -19.3% | -5.6% |
| YTD | +123.0% | +28.3% | +94.8% | +103.2% |
| 1Y | +145.4% | +34.5% | +110.9% | +119.9% |
| 3Y | +368.6% | +66.5% | +302.1% | +284.9% |
| 5Y | +486.0% | +79.6% | +406.4% | +366.5% |
| All | +985.8% | +331.7% | +654.0% | +596.2% |
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