-99.6%
DFNS vs ASX
+154.3%
-254.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +6.6% | +6.1% | +10.6% |
| 7D | -13.0% | +0.8% | -13.8% | -12.6% |
| 30D | -56.9% | -20.4% | -36.4% | -54.4% |
| 3M | -93.2% | -2.1% | -91.1% | -93.2% |
| 6M | -95.4% | +8.2% | -103.7% | -95.4% |
| YTD | -99.5% | +137.3% | -236.8% | -99.5% |
| 1Y | -99.6% | +155.0% | -254.6% | -99.7% |
| All | -99.6% | +154.3% | -254.0% | -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