+215.7%
DHR vs ASX
+973.8%
-758.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.9% |
| 7D | -2.4% | +11.1% | -13.5% | -4.5% |
| 30D | -2.2% | +9.6% | -11.8% | -4.2% |
| 3M | +9.0% | +18.6% | -9.7% | +2.9% |
| 6M | +3.5% | +92.1% | -88.6% | -14.1% |
| YTD | -10.1% | +158.5% | -168.6% | -31.0% |
| 1Y | +6.2% | +271.9% | -265.7% | -26.1% |
| 3Y | -5.4% | +465.2% | -470.6% | -42.7% |
| 5Y | -27.9% | +479.4% | -507.3% | -58.1% |
| 10Y | +215.7% | +992.0% | -776.2% | +44.3% |
| All | +215.7% | +973.8% | -758.0% | +44.3% |
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