+7.4%
DASH vs ASX
+429.3%
-421.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.8% | -4.7% |
| 7D | -10.6% | -0.7% | -9.8% | -10.3% |
| 30D | +2.2% | +2.0% | +0.2% | +0.8% |
| 3M | +32.3% | -1.3% | +33.6% | +26.9% |
| 6M | +19.1% | +71.4% | -52.3% | -16.9% |
| YTD | -6.5% | +135.3% | -141.8% | -46.4% |
| 1Y | -14.9% | +267.5% | -282.4% | -63.2% |
| 3Y | +151.9% | +388.5% | -236.5% | -20.3% |
| All | +7.4% | +429.3% | -421.9% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling