+913.4%
ASX vs LH
+186.0%
+727.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.6% | +6.7% | +6.3% |
| 7D | +6.3% | -0.8% | +7.1% | +6.6% |
| 30D | +6.4% | +2.0% | +4.4% | +5.5% |
| 3M | +13.1% | +24.3% | -11.1% | +3.1% |
| 6M | +90.3% | +21.1% | +69.2% | +75.0% |
| YTD | +149.6% | +30.4% | +119.2% | +122.2% |
| 1Y | +249.2% | +18.4% | +230.8% | +221.9% |
| 3Y | +445.9% | +65.5% | +380.4% | +328.8% |
| 5Y | +477.7% | +29.9% | +447.9% | +396.1% |
| 10Y | +913.4% | +186.6% | +726.7% | +504.8% |
| All | +913.4% | +186.0% | +727.4% | +504.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 10y: compounded portfolio wealth divided by compounded LH 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…
10y analysis · Full analysis span regression · 6 months rolling