+237.1%
DIA vs ASX
+999.3%
-762.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.6% | -6.1% | -0.8% |
| 7D | -1.6% | +0.8% | -2.5% | -2.4% |
| 30D | +1.3% | -20.4% | +21.7% | +4.9% |
| 3M | -2.1% | -2.1% | +0.1% | -3.4% |
| 6M | +6.2% | +8.2% | -2.0% | +0.4% |
| YTD | +10.3% | +137.3% | -126.9% | -14.0% |
| 1Y | +11.0% | +155.0% | -144.0% | -15.1% |
| 3Y | +60.4% | +397.9% | -337.6% | 0.0% |
| 5Y | +59.1% | +529.2% | -470.2% | -9.6% |
| 10Y | +237.1% | +1,007.5% | -770.5% | +51.4% |
| All | +237.1% | +999.3% | -762.2% | +51.4% |
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 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