+53.3%
DIA vs ASX
+431.2%
-377.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.4% |
| 7D | -0.9% | -19.9% | +19.0% | +2.2% |
| 30D | +0.3% | -30.9% | +31.1% | +5.5% |
| 3M | -4.5% | -15.1% | +10.6% | -3.3% |
| 6M | +3.4% | -6.5% | +9.8% | +0.9% |
| YTD | +7.8% | +98.4% | -90.7% | -10.4% |
| 1Y | +10.7% | +107.9% | -97.1% | -8.9% |
| 3Y | +57.5% | +325.3% | -267.7% | +5.9% |
| All | +53.3% | +431.2% | -377.9% | -6.0% |
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