+1,122.0%
DELL vs ASX
+472.4%
+649.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.1% | -4.2% | -1.3% |
| 7D | +25.6% | +6.3% | +19.3% | +21.6% |
| 30D | +17.7% | +6.4% | +11.2% | +13.5% |
| 3M | +33.4% | +13.1% | +20.3% | +22.6% |
| 6M | +266.2% | +90.3% | +175.9% | +148.5% |
| YTD | +328.0% | +149.6% | +178.4% | +147.4% |
| 1Y | +339.6% | +249.2% | +90.4% | +108.6% |
| 3Y | +694.6% | +445.9% | +248.7% | +198.0% |
| 5Y | +1,122.0% | +477.7% | +644.3% | +300.6% |
| All | +1,122.0% | +472.4% | +649.6% | +300.6% |
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 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