+125.6%
DAL vs ASX
+878.5%
-752.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.3% | -2.8% | -0.7% |
| 7D | +10.7% | -9.1% | +19.9% | +13.3% |
| 30D | +12.5% | -23.6% | +36.1% | +21.3% |
| 3M | +3.6% | -5.6% | +9.3% | +2.7% |
| 6M | +26.7% | +4.7% | +22.0% | +16.7% |
| YTD | +34.3% | +122.6% | -88.3% | -9.4% |
| 1Y | +59.1% | +133.0% | -73.9% | +5.4% |
| 3Y | +179.9% | +367.1% | -187.3% | +34.4% |
| 5Y | +119.1% | +504.7% | -385.6% | -7.7% |
| 10Y | +125.6% | +887.2% | -761.6% | -29.0% |
| All | +125.6% | +878.5% | -752.9% | -29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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