+249.2%
ASX vs HIG
+5.4%
+243.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.0% | +4.2% |
| 7D | +6.3% | -1.1% | +7.4% | +5.3% |
| 30D | +6.4% | -4.9% | +11.3% | +1.9% |
| 3M | +13.1% | +6.8% | +6.4% | +20.3% |
| 6M | +90.3% | -1.7% | +92.0% | +94.9% |
| YTD | +149.6% | -0.2% | +149.9% | +159.3% |
| 1Y | +249.2% | +5.7% | +243.5% | +283.8% |
| All | +249.2% | +5.4% | +243.8% | +283.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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