+22.2%
DHR vs ASX
+396.7%
-374.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.6% | -6.9% | -1.1% |
| 7D | +0.2% | +0.8% | -0.7% | -0.2% |
| 30D | +6.4% | -20.4% | +26.8% | +8.3% |
| 3M | +13.6% | -2.1% | +15.8% | +13.0% |
| 6M | +41.9% | +8.2% | +33.6% | +36.5% |
| YTD | +3.4% | +137.3% | -133.9% | -16.1% |
| 1Y | +9.9% | +155.0% | -145.2% | -12.3% |
| All | +22.2% | +396.7% | -374.5% | -24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling