+5,080.8%
ASX vs HBM
+443.9%
+4,636.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.6% | +4.8% | +6.0% |
| 7D | -19.9% | -3.6% | -16.3% | -18.9% |
| 30D | -30.9% | -19.2% | -11.7% | -26.8% |
| 3M | -15.1% | -20.5% | +5.4% | -9.8% |
| 6M | -6.5% | -12.8% | +6.4% | -2.8% |
| YTD | +98.4% | +5.4% | +93.0% | +95.9% |
| 1Y | +107.9% | +33.0% | +74.9% | +94.6% |
| 3Y | +325.3% | +357.3% | -32.0% | +196.5% |
| 5Y | +447.3% | +210.4% | +236.9% | +295.1% |
| 10Y | +763.2% | +387.1% | +376.1% | +384.9% |
| All | +5,080.8% | +443.9% | +4,636.9% | +1,878.7% |
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