+75.8%
HBAN vs ASX
+471.1%
-395.3%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.3% | -1.3% |
| 7D | -1.5% | +11.1% | -12.6% | -3.1% |
| 30D | -5.5% | +9.6% | -15.1% | -7.0% |
| 3M | -0.2% | +18.6% | -18.9% | -4.3% |
| 6M | +5.2% | +92.1% | -87.0% | -9.8% |
| YTD | -2.3% | +158.5% | -160.8% | -22.2% |
| 1Y | -2.2% | +271.9% | -274.1% | -29.6% |
| All | +75.8% | +471.1% | -395.3% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling