+325.3%
ASX vs DRI
+66.4%
+258.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.6% |
| 7D | -19.9% | +2.8% | -22.7% | -20.2% |
| 30D | -30.9% | +13.3% | -44.1% | -32.2% |
| 3M | -15.1% | +8.2% | -23.3% | -16.3% |
| 6M | -6.5% | +17.5% | -24.0% | -9.9% |
| YTD | +98.4% | +26.9% | +71.5% | +87.1% |
| 1Y | +107.9% | +31.6% | +76.3% | +93.9% |
| 3Y | +325.3% | +67.0% | +258.3% | +250.3% |
| All | +325.3% | +66.4% | +258.9% | +250.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling