+181.7%
HBAN vs ASX
+3,515.0%
-3,333.3%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +0.7% | -0.7% | +1.4% | +0.8% |
| 30D | -3.2% | +2.0% | -5.2% | -3.9% |
| 3M | +4.0% | -1.3% | +5.3% | +2.3% |
| 6M | +3.1% | +71.4% | -68.3% | -12.1% |
| YTD | 0.0% | +135.3% | -135.3% | -21.6% |
| 1Y | -1.2% | +267.5% | -268.7% | -31.4% |
| 3Y | +72.5% | +388.5% | -316.0% | +9.0% |
| 5Y | +39.3% | +417.1% | -377.8% | -15.3% |
| 10Y | +157.3% | +872.7% | -715.4% | +27.4% |
| All | +181.7% | +3,515.0% | -3,333.3% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling