+368.6%
ASX vs PH
+135.5%
+233.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | +4.3% | +8.0% | +9.3% |
| 30D | -19.8% | +0.1% | -19.9% | -19.2% |
| 3M | -10.3% | -9.4% | -0.9% | -3.8% |
| 6M | +1.2% | +8.8% | -7.5% | -3.1% |
| YTD | +123.0% | +9.6% | +113.4% | +112.1% |
| 1Y | +145.4% | +14.4% | +131.0% | +127.3% |
| 3Y | +368.6% | +134.5% | +234.1% | +181.6% |
| All | +368.6% | +135.5% | +233.1% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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