+913.4%
ASX vs HBM
+599.4%
+313.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.8% | +0.3% | +4.6% |
| 7D | +6.3% | +7.4% | -1.1% | +4.4% |
| 30D | +6.4% | +5.1% | +1.4% | +4.9% |
| 3M | +13.1% | +11.1% | +2.0% | +9.8% |
| 6M | +90.3% | +30.2% | +60.1% | +77.0% |
| YTD | +149.6% | +46.2% | +103.4% | +124.2% |
| 1Y | +249.2% | +120.0% | +129.1% | +183.1% |
| 3Y | +445.9% | +527.4% | -81.5% | +235.6% |
| 5Y | +477.7% | +400.4% | +77.3% | +256.2% |
| 10Y | +913.4% | +621.5% | +291.9% | +395.5% |
| All | +913.4% | +599.4% | +313.9% | +395.5% |
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