+122.8%
DAL vs ASX
+754.3%
-631.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.4% | -4.3% | -0.1% |
| 7D | +8.8% | -19.9% | +28.7% | +16.4% |
| 30D | +5.4% | -30.9% | +36.3% | +17.7% |
| 3M | -4.9% | -15.1% | +10.2% | -2.3% |
| 6M | +19.8% | -6.5% | +26.3% | +14.9% |
| YTD | +27.0% | +98.4% | -71.4% | -10.7% |
| 1Y | +52.5% | +107.9% | -55.4% | +5.2% |
| 3Y | +173.8% | +325.3% | -151.4% | +36.0% |
| 5Y | +104.5% | +447.3% | -342.8% | -10.7% |
| All | +122.8% | +754.3% | -631.4% | -26.6% |
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