+887.2%
ASX vs HBM
+301.8%
+585.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.7% | +6.9% | +4.3% |
| 7D | -9.1% | +2.4% | -11.5% | -9.4% |
| 30D | -23.6% | -16.0% | -7.6% | -19.3% |
| 3M | -5.6% | -21.3% | +15.7% | +1.3% |
| 6M | +4.7% | -12.2% | +16.9% | +9.1% |
| YTD | +122.6% | +10.7% | +111.9% | +116.6% |
| 1Y | +133.0% | +30.3% | +102.7% | +117.5% |
| 3Y | +367.1% | +432.2% | -65.1% | +202.3% |
| 5Y | +504.7% | +218.8% | +285.9% | +316.9% |
| 10Y | +887.2% | +281.4% | +605.9% | +440.2% |
| All | +887.2% | +301.8% | +585.4% | +440.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling