+325.3%
ASX vs HST
+77.0%
+248.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | 0.0% | +6.5% | +6.4% |
| 7D | -19.9% | -2.7% | -17.2% | -18.2% |
| 30D | -30.9% | +10.7% | -41.6% | -33.3% |
| 3M | -15.1% | +6.3% | -21.3% | -16.7% |
| 6M | -6.5% | +19.0% | -25.4% | -14.2% |
| YTD | +98.4% | +47.0% | +51.4% | +63.3% |
| 1Y | +107.9% | +53.4% | +54.4% | +66.9% |
| 3Y | +325.3% | +78.0% | +247.3% | +196.8% |
| All | +325.3% | +77.0% | +248.2% | +196.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling