+146.5%
ASX vs HST
+76.4%
+70.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -4.2% |
| 7D | -14.6% | +3.3% | -17.9% | -15.2% |
| 30D | -21.1% | +16.4% | -37.4% | -23.2% |
| 3M | -3.1% | +5.5% | -8.5% | -3.7% |
| 6M | +17.4% | +31.1% | -13.8% | +8.1% |
| YTD | +135.3% | +55.9% | +79.4% | +111.7% |
| 1Y | +146.5% | +75.6% | +70.9% | +121.6% |
| All | +146.5% | +76.4% | +70.1% | +121.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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