-99.9%
DFNS vs ASX
+1,008.9%
-1,108.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -6.9% | -0.4% |
| 7D | +0.8% | +6.3% | -5.5% | +1.2% |
| 30D | -73.2% | +6.4% | -79.6% | -73.1% |
| 3M | -72.4% | +13.1% | -85.6% | -71.8% |
| 6M | -95.2% | +90.3% | -185.5% | -94.7% |
| YTD | -98.0% | +149.6% | -247.6% | -97.7% |
| 1Y | -98.3% | +249.2% | -347.4% | -97.9% |
| 3Y | -99.9% | +445.9% | -545.8% | -99.8% |
| 5Y | -99.9% | +477.7% | -577.6% | -99.8% |
| All | -99.9% | +1,008.9% | -1,108.8% | -99.8% |
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