+432.3%
ASX vs DRI
+72.9%
+359.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.7% | +0.6% | -1.3% | -1.0% |
| 30D | +2.0% | +3.8% | -1.9% | +0.3% |
| 3M | -1.3% | +13.0% | -14.3% | -7.2% |
| 6M | +71.4% | +8.3% | +63.1% | +64.0% |
| YTD | +135.3% | +20.6% | +114.7% | +113.7% |
| 1Y | +267.5% | +6.5% | +261.0% | +251.3% |
| 3Y | +388.5% | +53.7% | +334.8% | +276.2% |
| All | +432.3% | +72.9% | +359.4% | +262.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling