+2,979.8%
ASX vs LH
+1,399.9%
+1,579.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.9% | +5.5% | +6.2% |
| 7D | -19.9% | +1.4% | -21.4% | -20.2% |
| 30D | -30.9% | +17.5% | -48.4% | -34.1% |
| 3M | -15.1% | +16.1% | -31.1% | -18.9% |
| 6M | -6.5% | +43.4% | -49.8% | -16.7% |
| YTD | +98.4% | +47.2% | +51.2% | +75.2% |
| 1Y | +107.9% | +50.1% | +57.7% | +82.3% |
| 3Y | +325.3% | +81.2% | +244.1% | +248.1% |
| 5Y | +447.3% | +63.7% | +383.6% | +357.3% |
| 10Y | +763.2% | +269.2% | +494.0% | +458.7% |
| All | +2,979.8% | +1,399.9% | +1,579.9% | +1,464.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling