-5.2%
DASH vs ASX
+617.1%
-622.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.6% | -2.6% |
| 7D | +0.4% | -19.9% | +20.3% | +8.6% |
| 30D | -6.0% | -30.9% | +24.8% | +6.4% |
| 3M | -15.8% | -15.1% | -0.7% | -13.5% |
| 6M | +7.0% | -6.5% | +13.4% | -2.1% |
| YTD | -20.7% | +98.4% | -119.1% | -53.2% |
| 1Y | -8.5% | +107.9% | -116.4% | -47.7% |
| 3Y | +101.8% | +325.3% | -223.5% | -34.2% |
| 5Y | -9.6% | +447.3% | -456.9% | -76.3% |
| All | -5.2% | +617.1% | -622.3% | -78.8% |
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