+102.1%
DASH vs ASX
+298.6%
-196.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -20.8% | +11.4% | -6.2% |
| 7D | +0.5% | -33.3% | +33.8% | +6.4% |
| 30D | -7.1% | -36.5% | +29.4% | -1.0% |
| 3M | -13.2% | -19.2% | +6.0% | -11.2% |
| 6M | +8.3% | -10.2% | +18.5% | +4.9% |
| YTD | -20.6% | +86.5% | -107.0% | -38.7% |
| 1Y | -24.4% | +89.6% | -114.0% | -42.0% |
| All | +102.1% | +298.6% | -196.5% | +4.3% |
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 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