+2,979.8%
ASX vs DRI
+3,331.1%
-351.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.4% | +6.7% |
| 7D | -19.9% | +2.8% | -22.7% | -20.6% |
| 30D | -30.9% | +13.3% | -44.1% | -33.6% |
| 3M | -15.1% | +8.2% | -23.3% | -17.6% |
| 6M | -6.5% | +17.5% | -24.0% | -12.0% |
| YTD | +98.4% | +26.9% | +71.5% | +81.8% |
| 1Y | +107.9% | +31.6% | +76.3% | +88.0% |
| 3Y | +325.3% | +67.0% | +258.3% | +251.6% |
| 5Y | +447.3% | +72.9% | +374.4% | +346.4% |
| 10Y | +763.2% | +371.3% | +391.9% | +373.8% |
| All | +2,979.8% | +3,331.1% | -351.3% | +846.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling