+57.9%
DIA vs ASX
+482.2%
-424.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.2% | +0.5% |
| 7D | +2.1% | +12.4% | -10.3% | +0.2% |
| 30D | +1.5% | -19.8% | +21.3% | +4.2% |
| 3M | -2.4% | -10.3% | +7.9% | -2.1% |
| 6M | +6.0% | +1.2% | +4.7% | +2.3% |
| YTD | +10.1% | +123.0% | -113.0% | -10.3% |
| 1Y | +11.8% | +145.4% | -133.6% | -10.8% |
| 3Y | +59.7% | +368.6% | -308.9% | +5.7% |
| All | +57.9% | +482.2% | -424.3% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling