+4,639.3%
DHR vs ASX
+3,397.4%
+1,241.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -0.6% |
| 7D | +2.6% | +22.1% | -19.5% | -1.2% |
| 30D | +4.2% | -23.8% | +27.9% | +8.4% |
| 3M | +13.0% | -7.6% | +20.6% | +13.1% |
| 6M | +40.2% | +6.9% | +33.2% | +33.6% |
| YTD | +2.0% | +127.7% | -125.6% | -16.8% |
| 1Y | +6.6% | +144.5% | -137.9% | -14.4% |
| 3Y | +19.9% | +377.8% | -357.9% | -17.5% |
| 5Y | -11.7% | +498.2% | -510.0% | -42.9% |
| 10Y | +240.6% | +962.7% | -722.2% | +88.7% |
| All | +4,639.3% | +3,397.4% | +1,241.9% | +1,521.1% |
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