+74.9%
HBAN vs ASX
+366.9%
-292.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +0.8% |
| 7D | +2.3% | +12.4% | -10.1% | +0.6% |
| 30D | +4.8% | -19.8% | +24.6% | +7.2% |
| 3M | -10.1% | -10.3% | +0.2% | -9.8% |
| 6M | +5.0% | +1.2% | +3.8% | +1.6% |
| YTD | -6.1% | +123.0% | -129.2% | -23.5% |
| 1Y | +4.6% | +145.4% | -140.9% | -16.7% |
| 3Y | +74.9% | +368.6% | -293.7% | -1.2% |
| All | +74.9% | +366.9% | -292.0% | -1.2% |
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