+2,572.3%
DELL vs ASX
+931.3%
+1,641.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.3% | -6.7% | -4.9% |
| 7D | -18.1% | -9.1% | -9.0% | -14.6% |
| 30D | -42.9% | -23.6% | -19.3% | -35.5% |
| 3M | -26.9% | -5.6% | -21.3% | -25.1% |
| 6M | +28.8% | +4.7% | +24.1% | +23.0% |
| YTD | +168.4% | +122.6% | +45.8% | +83.0% |
| 1Y | +136.8% | +133.0% | +3.8% | +58.4% |
| 3Y | +375.3% | +367.1% | +8.2% | +136.4% |
| 5Y | +551.0% | +504.7% | +46.3% | +186.2% |
| All | +2,572.3% | +931.3% | +1,641.0% | +771.3% |
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