-4.5%
DASH vs ASX
+679.0%
-683.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.6% | -7.9% | -2.6% |
| 7D | -4.8% | -12.3% | +7.5% | -0.7% |
| 30D | -7.9% | -26.0% | +18.1% | +1.4% |
| 3M | -16.3% | -8.1% | -8.2% | -16.8% |
| 6M | +10.4% | +1.4% | +9.0% | -2.1% |
| YTD | -20.1% | +115.6% | -135.7% | -54.5% |
| 1Y | -11.4% | +128.0% | -139.5% | -51.3% |
| 3Y | +114.1% | +371.4% | -257.3% | -33.5% |
| 5Y | -5.8% | +469.4% | -475.2% | -75.5% |
| All | -4.5% | +679.0% | -683.5% | -79.3% |
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