+432.3%
ASX vs HIG
+124.5%
+307.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | -3.2% | +5.2% | +2.5% |
| 3M | -1.3% | +9.1% | -10.5% | -3.9% |
| 6M | +71.4% | -1.8% | +73.2% | +71.4% |
| YTD | +135.3% | +1.8% | +133.6% | +132.5% |
| 1Y | +267.5% | +4.6% | +262.9% | +258.9% |
| 3Y | +388.5% | +101.6% | +286.8% | +244.7% |
| All | +432.3% | +124.5% | +307.8% | +241.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling