+271.9%
ASX vs HBM
+117.5%
+154.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.8% |
| 7D | +11.1% | +5.5% | +5.6% | +8.8% |
| 30D | +9.6% | +3.3% | +6.3% | +7.9% |
| 3M | +18.6% | +12.7% | +6.0% | +11.6% |
| 6M | +92.1% | +28.2% | +63.9% | +72.9% |
| YTD | +158.5% | +45.3% | +113.2% | +124.0% |
| 1Y | +271.9% | +121.7% | +150.2% | +205.0% |
| All | +271.9% | +117.5% | +154.4% | +205.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling