+143.3%
DELL vs ASX
+144.4%
-1.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -3.9% | -4.9% | -6.9% |
| 7D | -24.6% | -14.6% | -10.0% | -18.5% |
| 30D | -32.5% | -21.1% | -11.4% | -24.5% |
| 3M | -20.2% | -3.1% | -17.1% | -18.4% |
| 6M | +76.5% | +17.4% | +59.1% | +57.8% |
| YTD | +198.9% | +135.3% | +63.6% | +87.8% |
| 1Y | +143.3% | +146.5% | -3.2% | +47.9% |
| All | +143.3% | +144.4% | -1.1% | +47.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling