+6,094.7%
ASX vs HBM
+470.7%
+5,624.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +0.8% | -1.3% | +2.1% | +1.5% |
| 30D | -20.4% | -14.8% | -5.6% | -16.8% |
| 3M | -2.1% | -20.7% | +18.5% | +4.0% |
| 6M | +8.2% | -13.9% | +22.1% | +12.7% |
| YTD | +137.3% | +10.6% | +126.6% | +131.6% |
| 1Y | +155.0% | +32.4% | +122.7% | +138.8% |
| 3Y | +397.9% | +432.0% | -34.1% | +236.0% |
| 5Y | +529.2% | +205.5% | +323.8% | +354.7% |
| 10Y | +1,007.5% | +291.1% | +716.4% | +548.9% |
| All | +6,094.7% | +470.7% | +5,624.0% | +2,239.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling