+432.3%
ASX vs HST
+74.0%
+358.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | -1.0% | +0.3% | -0.2% |
| 30D | +2.0% | -12.3% | +14.2% | +8.2% |
| 3M | -1.3% | -6.4% | +5.0% | +1.0% |
| 6M | +71.4% | +15.0% | +56.4% | +58.2% |
| YTD | +135.3% | +30.5% | +104.8% | +103.3% |
| 1Y | +267.5% | +35.7% | +231.8% | +209.3% |
| 3Y | +388.5% | +68.4% | +320.1% | +259.5% |
| All | +432.3% | +74.0% | +358.3% | +285.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling