+4,177.7%
DELL vs ASX
+973.8%
+3,204.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.5% | -3.3% | -1.3% |
| 7D | +8.7% | +11.1% | -2.4% | +3.8% |
| 30D | +16.9% | +9.6% | +7.3% | +12.0% |
| 3M | +40.4% | +18.6% | +21.8% | +28.6% |
| 6M | +267.1% | +92.1% | +174.9% | +168.8% |
| YTD | +329.1% | +158.5% | +170.6% | +174.1% |
| 1Y | +346.9% | +271.9% | +75.0% | +142.3% |
| 3Y | +696.6% | +465.2% | +231.4% | +265.6% |
| 5Y | +1,106.2% | +479.4% | +626.8% | +426.5% |
| 10Y | +4,177.7% | +992.0% | +3,185.8% | +1,223.5% |
| All | +4,177.7% | +973.8% | +3,204.0% | +1,223.5% |
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