-4.6%
HD vs ASX
+144.4%
-149.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.9% | +10.5% | +6.5% |
| 7D | +11.9% | -14.6% | +26.5% | +12.1% |
| 30D | +26.4% | -21.1% | +47.5% | +27.1% |
| 3M | +2.8% | -3.1% | +5.9% | +2.3% |
| 6M | +15.5% | +17.4% | -1.9% | +11.2% |
| YTD | +5.5% | +135.3% | -129.8% | -5.1% |
| 1Y | -4.6% | +146.5% | -151.1% | -14.0% |
| All | -4.6% | +144.4% | -149.0% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling