+486.8%
ASX vs HAS
+48.2%
+438.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.8% |
| 7D | +12.4% | +1.4% | +11.0% | +12.0% |
| 30D | -19.8% | +26.3% | -46.1% | -25.7% |
| 3M | -10.3% | +25.6% | -35.9% | -16.9% |
| 6M | +1.2% | +30.3% | -29.0% | -8.1% |
| YTD | +123.0% | +50.4% | +72.7% | +91.2% |
| 1Y | +145.4% | +57.7% | +87.7% | +106.7% |
| 3Y | +368.6% | +213.4% | +155.2% | +196.2% |
| All | +486.8% | +48.2% | +438.6% | +427.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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