+168.1%
DAL vs ASX
+298.6%
-130.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -20.8% | +16.4% | +1.7% |
| 7D | +4.6% | -33.3% | +37.8% | +16.6% |
| 30D | +2.3% | -36.5% | +38.8% | +15.2% |
| 3M | -8.1% | -19.2% | +11.1% | -4.7% |
| 6M | +21.4% | -10.2% | +31.7% | +16.9% |
| YTD | +24.3% | +86.5% | -62.1% | -11.9% |
| 1Y | +47.4% | +89.6% | -42.3% | +3.6% |
| All | +168.1% | +298.6% | -130.5% | +22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling