+4,131.7%
DHR vs ASX
+3,515.0%
+616.6%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -3.9% | -0.7% | -3.2% | -3.8% |
| 30D | +4.0% | +2.0% | +2.0% | +3.5% |
| 3M | +11.5% | -1.3% | +12.8% | +9.7% |
| 6M | +1.9% | +71.4% | -69.6% | -10.7% |
| YTD | -8.9% | +135.3% | -144.2% | -25.2% |
| 1Y | +5.1% | +267.5% | -262.4% | -21.5% |
| 3Y | -10.3% | +388.5% | -398.8% | -37.8% |
| 5Y | -27.8% | +417.1% | -444.9% | -51.5% |
| 10Y | +203.6% | +872.7% | -669.1% | +72.9% |
| All | +4,131.7% | +3,515.0% | +616.6% | +1,356.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling