+486.8%
ASX vs PH
+203.8%
+283.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +12.4% | +4.3% | +8.0% | +9.4% |
| 30D | -19.8% | +0.1% | -19.9% | -19.2% |
| 3M | -10.3% | -9.4% | -0.9% | -3.6% |
| 6M | +1.2% | +8.8% | -7.5% | -3.2% |
| YTD | +123.0% | +9.6% | +113.4% | +111.6% |
| 1Y | +145.4% | +14.4% | +131.0% | +126.6% |
| 3Y | +368.6% | +134.5% | +234.1% | +164.2% |
| All | +486.8% | +203.8% | +283.0% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling