+415.3%
ASX vs HBM
+205.9%
+209.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +5.9% |
| 7D | -19.9% | -3.6% | -16.3% | -18.5% |
| 30D | -30.9% | -19.2% | -11.7% | -25.0% |
| 3M | -15.1% | -20.5% | +5.4% | -7.5% |
| 6M | -6.5% | -12.8% | +6.4% | -1.2% |
| YTD | +98.4% | +5.4% | +93.0% | +95.1% |
| 1Y | +107.9% | +33.0% | +74.9% | +90.1% |
| 3Y | +325.3% | +357.3% | -32.0% | +159.2% |
| All | +415.3% | +205.9% | +209.4% | +237.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling