+3,552.3%
ASX vs LH
+1,237.6%
+2,314.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.6% |
| 7D | -0.7% | -2.5% | +1.7% | 0.0% |
| 30D | +2.0% | +4.3% | -2.4% | +0.7% |
| 3M | -1.3% | +25.5% | -26.9% | -8.3% |
| 6M | +71.4% | +17.0% | +54.5% | +62.7% |
| YTD | +135.3% | +31.3% | +104.1% | +115.4% |
| 1Y | +267.5% | +20.0% | +247.5% | +244.4% |
| 3Y | +388.5% | +63.9% | +324.6% | +312.1% |
| 5Y | +417.1% | +30.9% | +386.2% | +362.3% |
| 10Y | +872.7% | +191.4% | +681.4% | +571.9% |
| All | +3,552.3% | +1,237.6% | +2,314.7% | +1,823.3% |
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