+432.3%
ASX vs HAS
+13.4%
+418.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.7% | -1.8% | +1.1% | -0.1% |
| 30D | +2.0% | +2.3% | -0.3% | +1.1% |
| 3M | -1.3% | +10.4% | -11.7% | -5.1% |
| 6M | +71.4% | -3.2% | +74.7% | +71.2% |
| YTD | +135.3% | +15.4% | +119.9% | +120.1% |
| 1Y | +267.5% | +18.8% | +248.7% | +239.2% |
| 3Y | +388.5% | +43.9% | +344.5% | +312.8% |
| All | +432.3% | +13.4% | +418.9% | +450.2% |
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