+2,979.8%
ASX vs HIG
+219.4%
+2,760.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.3% | +8.7% | +6.8% |
| 7D | -19.9% | +1.1% | -21.0% | -20.1% |
| 30D | -30.9% | +5.6% | -36.4% | -31.7% |
| 3M | -15.1% | -6.9% | -8.2% | -14.4% |
| 6M | -6.5% | +1.3% | -7.8% | -7.5% |
| YTD | +98.4% | -1.5% | +99.9% | +96.8% |
| 1Y | +107.9% | +6.6% | +101.3% | +103.2% |
| 3Y | +325.3% | +91.2% | +234.1% | +271.4% |
| 5Y | +447.3% | +106.1% | +341.2% | +370.9% |
| 10Y | +763.2% | +283.7% | +479.5% | +550.9% |
| All | +2,979.8% | +219.4% | +2,760.3% | +1,725.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling