-99.7%
DFNS vs ASX
+133.5%
-233.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.3% | +9.6% | +11.8% |
| 7D | -37.0% | -9.1% | -27.8% | -34.7% |
| 30D | -63.4% | -23.6% | -39.8% | -60.8% |
| 3M | -94.1% | -5.6% | -88.5% | -94.0% |
| 6M | -96.3% | +4.7% | -101.0% | -96.3% |
| YTD | -99.6% | +122.6% | -222.2% | -99.6% |
| 1Y | -99.7% | +133.0% | -232.7% | -99.7% |
| All | -99.7% | +133.5% | -233.2% | -99.7% |
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