+245.2%
DHR vs ASX
+999.3%
-754.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.6% | -6.9% | -1.6% |
| 7D | +0.2% | +0.8% | -0.7% | -0.6% |
| 30D | +6.4% | -20.4% | +26.8% | +10.1% |
| 3M | +13.6% | -2.1% | +15.8% | +12.4% |
| 6M | +41.9% | +8.2% | +33.6% | +33.7% |
| YTD | +3.4% | +137.3% | -133.9% | -20.3% |
| 1Y | +9.9% | +155.0% | -145.2% | -17.0% |
| 3Y | +21.6% | +397.9% | -376.4% | -25.3% |
| 5Y | -10.6% | +529.2% | -539.8% | -49.8% |
| 10Y | +245.2% | +1,007.5% | -762.3% | +54.5% |
| All | +245.2% | +999.3% | -754.1% | +54.5% |
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