+432.3%
ASX vs HBM
+349.4%
+82.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.5% |
| 7D | -0.7% | -6.4% | +5.6% | +1.3% |
| 30D | +2.0% | +5.9% | -3.9% | -0.2% |
| 3M | -1.3% | -8.9% | +7.6% | +0.9% |
| 6M | +71.4% | +10.7% | +60.8% | +63.9% |
| YTD | +135.3% | +38.3% | +97.1% | +108.9% |
| 1Y | +267.5% | +121.3% | +146.1% | +182.3% |
| 3Y | +388.5% | +450.6% | -62.1% | +174.0% |
| All | +432.3% | +349.4% | +82.9% | +197.8% |
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