+325.3%
ASX vs PH
+135.3%
+189.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.9% | +3.6% | +4.4% |
| 7D | -19.9% | +2.0% | -21.9% | -20.7% |
| 30D | -30.9% | -3.7% | -27.2% | -28.6% |
| 3M | -15.1% | -14.0% | -1.1% | -5.7% |
| 6M | -6.5% | +2.1% | -8.6% | -6.8% |
| YTD | +98.4% | +5.1% | +93.4% | +94.0% |
| 1Y | +107.9% | +10.9% | +96.9% | +96.4% |
| 3Y | +325.3% | +132.9% | +192.3% | +145.1% |
| All | +325.3% | +135.3% | +189.9% | +145.1% |
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