+392.6%
ASX vs PH
+134.7%
+257.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | -3.1% | +2.3% | +1.2% |
| 30D | +2.0% | -3.2% | +5.2% | +3.7% |
| 3M | -1.3% | +10.6% | -11.9% | -7.2% |
| 6M | +71.4% | -2.1% | +73.6% | +73.0% |
| YTD | +135.3% | +10.2% | +125.1% | +121.4% |
| 1Y | +267.5% | +28.2% | +239.3% | +214.1% |
| All | +392.6% | +134.7% | +257.9% | +200.8% |
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