+2,793.8%
ASX vs HST
+423.8%
+2,370.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -5.7% | -15.1% | -18.8% |
| 7D | -33.3% | -4.2% | -29.1% | -32.0% |
| 30D | -36.5% | +9.6% | -46.0% | -38.2% |
| 3M | -19.2% | -1.1% | -18.1% | -18.8% |
| 6M | -10.2% | +21.1% | -31.3% | -16.0% |
| YTD | +86.5% | +47.1% | +39.4% | +63.2% |
| 1Y | +89.6% | +64.0% | +25.6% | +59.4% |
| 3Y | +298.6% | +77.1% | +221.5% | +224.4% |
| 5Y | +414.3% | +71.8% | +342.5% | +317.3% |
| 10Y | +711.1% | +146.3% | +564.8% | +438.0% |
| All | +2,793.8% | +423.8% | +2,370.0% | +862.5% |
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