+249.2%
ASX vs HWM
+30.1%
+219.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -10.7% | +16.8% | +10.7% |
| 7D | +6.3% | -9.2% | +15.5% | +9.9% |
| 30D | +6.4% | -17.9% | +24.3% | +15.8% |
| 3M | +13.1% | -6.0% | +19.2% | +15.0% |
| 6M | +90.3% | -7.4% | +97.6% | +93.2% |
| YTD | +149.6% | +13.1% | +136.5% | +129.6% |
| 1Y | +249.2% | +29.3% | +219.9% | +202.8% |
| All | +249.2% | +30.1% | +219.0% | +202.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HWM 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling