+3,552.3%
ASX vs HST
+364.8%
+3,187.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | +2.0% | -12.3% | +14.2% | +6.3% |
| 3M | -1.3% | -6.4% | +5.0% | +0.4% |
| 6M | +71.4% | +15.0% | +56.4% | +62.8% |
| YTD | +135.3% | +30.5% | +104.8% | +113.6% |
| 1Y | +267.5% | +35.7% | +231.8% | +227.8% |
| 3Y | +388.5% | +68.4% | +320.1% | +302.7% |
| 5Y | +417.1% | +73.1% | +344.0% | +317.2% |
| 10Y | +872.7% | +92.7% | +780.0% | +597.4% |
| All | +3,552.3% | +364.8% | +3,187.5% | +1,160.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling