+3,313.5%
DELL vs ASX
+889.0%
+2,424.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.6% | +5.2% | +8.7% |
| 7D | +0.4% | +0.8% | -0.5% | -0.1% |
| 30D | -35.1% | -20.4% | -14.7% | -27.9% |
| 3M | -15.1% | -2.1% | -13.0% | -14.3% |
| 6M | +51.7% | +8.2% | +43.5% | +43.1% |
| YTD | +200.0% | +137.3% | +62.7% | +99.2% |
| 1Y | +172.1% | +155.0% | +17.1% | +75.2% |
| 3Y | +431.2% | +397.9% | +33.3% | +157.3% |
| 5Y | +633.1% | +529.2% | +103.9% | +216.5% |
| 10Y | +2,886.3% | +1,007.5% | +1,878.8% | +835.2% |
| All | +3,313.5% | +889.0% | +2,424.5% | +1,026.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling