+251.0%
DIA vs ASX
+973.8%
-722.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.3% | -1.5% |
| 7D | -1.2% | +11.1% | -12.3% | -3.5% |
| 30D | -2.7% | +9.6% | -12.3% | -4.8% |
| 3M | +3.3% | +18.6% | -15.4% | -2.1% |
| 6M | +10.4% | +92.1% | -81.7% | -7.5% |
| YTD | +10.0% | +158.5% | -148.5% | -14.5% |
| 1Y | +16.2% | +271.9% | -255.7% | -17.8% |
| 3Y | +58.7% | +465.2% | -406.5% | -2.3% |
| 5Y | +63.6% | +479.4% | -415.9% | -3.2% |
| 10Y | +251.0% | +992.0% | -740.9% | +59.0% |
| All | +251.0% | +973.8% | -722.7% | +59.0% |
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