+143.5%
DELL vs ASX
+138.6%
+4.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.3% | -6.7% | -5.1% |
| 7D | -18.1% | -9.1% | -9.0% | -14.3% |
| 30D | -42.9% | -23.6% | -19.3% | -35.0% |
| 3M | -26.9% | -5.6% | -21.3% | -24.2% |
| 6M | +28.8% | +4.7% | +24.1% | +21.1% |
| YTD | +168.4% | +122.6% | +45.8% | +71.4% |
| All | +143.5% | +138.6% | +4.9% | +46.6% |
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