+415.3%
ASX vs HAS
+50.4%
+364.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +7.0% | +6.6% |
| 7D | -19.9% | -0.2% | -19.8% | -19.8% |
| 30D | -30.9% | +31.0% | -61.9% | -36.8% |
| 3M | -15.1% | +30.7% | -45.7% | -22.5% |
| 6M | -6.5% | +23.9% | -30.4% | -13.7% |
| YTD | +98.4% | +48.3% | +50.1% | +70.7% |
| 1Y | +107.9% | +60.2% | +47.6% | +73.8% |
| 3Y | +325.3% | +189.2% | +136.1% | +176.9% |
| All | +415.3% | +50.4% | +364.9% | +358.2% |
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