+57.5%
DIA vs ASX
+324.2%
-266.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.2% |
| 7D | -0.9% | -19.9% | +19.0% | +1.4% |
| 30D | +0.3% | -30.9% | +31.1% | +4.1% |
| 3M | -4.5% | -15.1% | +10.6% | -3.6% |
| 6M | +3.4% | -6.5% | +9.8% | +1.3% |
| YTD | +7.8% | +98.4% | -90.7% | -7.3% |
| 1Y | +10.7% | +107.9% | -97.1% | -5.6% |
| 3Y | +57.5% | +325.3% | -267.7% | +12.3% |
| All | +57.5% | +324.2% | -266.7% | +12.3% |
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