+414.3%
ASX vs HAS
+52.6%
+361.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -1.7% | -19.1% | -20.2% |
| 7D | -33.3% | 0.0% | -33.3% | -33.2% |
| 30D | -36.5% | +31.3% | -67.8% | -41.9% |
| 3M | -19.2% | +32.1% | -51.3% | -26.5% |
| 6M | -10.2% | +28.1% | -38.4% | -18.2% |
| YTD | +86.5% | +49.1% | +37.4% | +60.0% |
| 1Y | +89.6% | +60.5% | +29.1% | +58.4% |
| 3Y | +298.6% | +183.9% | +114.7% | +160.9% |
| 5Y | +414.3% | +51.2% | +363.0% | +355.8% |
| All | +414.3% | +52.6% | +361.7% | +355.8% |
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