+392.6%
ASX vs LH
+64.2%
+328.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -0.7% | -2.5% | +1.7% | -0.2% |
| 30D | +2.0% | +4.3% | -2.4% | +1.0% |
| 3M | -1.3% | +25.5% | -26.9% | -6.5% |
| 6M | +71.4% | +17.0% | +54.5% | +65.7% |
| YTD | +135.3% | +31.3% | +104.1% | +120.3% |
| 1Y | +267.5% | +20.0% | +247.5% | +251.6% |
| All | +392.6% | +64.2% | +328.4% | +333.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling