+153.3%
HBAN vs ASX
+974.7%
-821.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.3% | +3.9% | +1.4% |
| 7D | -1.9% | +6.5% | -8.4% | -3.6% |
| 30D | -5.9% | +3.1% | -9.0% | -6.9% |
| 3M | +0.2% | +17.4% | -17.1% | -5.8% |
| 6M | +6.6% | +85.4% | -78.8% | -13.3% |
| YTD | -1.7% | +150.1% | -151.8% | -27.3% |
| 1Y | -1.7% | +256.3% | -258.0% | -35.2% |
| 3Y | +74.9% | +446.9% | -372.0% | -2.8% |
| 5Y | +36.0% | +447.1% | -411.1% | -27.1% |
| All | +153.3% | +974.7% | -821.4% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling