+842.6%
ASX vs LH
+259.5%
+583.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.4% | +7.2% | +8.1% |
| 7D | -12.3% | +4.6% | -16.8% | -13.7% |
| 30D | -26.0% | +19.1% | -45.1% | -30.9% |
| 3M | -8.1% | +16.7% | -24.9% | -13.7% |
| 6M | +1.4% | +47.0% | -45.6% | -13.8% |
| YTD | +115.6% | +49.3% | +66.3% | +81.8% |
| 1Y | +128.0% | +48.6% | +79.4% | +92.5% |
| 3Y | +371.4% | +87.8% | +283.6% | +252.4% |
| 5Y | +469.4% | +65.0% | +404.4% | +342.2% |
| 10Y | +842.6% | +275.0% | +567.7% | +448.5% |
| All | +842.6% | +259.5% | +583.2% | +448.5% |
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