+367.1%
ASX vs DRI
+69.5%
+297.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.3% |
| 7D | -9.1% | +4.2% | -13.4% | -9.6% |
| 30D | -23.6% | +15.7% | -39.3% | -25.3% |
| 3M | -5.6% | +5.8% | -11.4% | -6.5% |
| 6M | +4.7% | +18.4% | -13.7% | +0.8% |
| YTD | +122.6% | +28.2% | +94.4% | +109.8% |
| 1Y | +133.0% | +35.9% | +97.1% | +116.2% |
| 3Y | +367.1% | +67.7% | +299.4% | +299.6% |
| All | +367.1% | +69.5% | +297.7% | +299.6% |
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