+154.8%
ASX vs HIG
+6.7%
+148.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +6.1% |
| 7D | +0.8% | -0.7% | +1.5% | -0.1% |
| 30D | -20.4% | +5.4% | -25.8% | -15.7% |
| 3M | -2.1% | -0.9% | -1.2% | -2.2% |
| 6M | +8.2% | +4.8% | +3.4% | +15.4% |
| YTD | +137.3% | +0.9% | +136.4% | +152.2% |
| All | +154.8% | +6.7% | +148.2% | +173.0% |
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