+257.9%
HD vs ASX
+849.3%
-591.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.6% | -5.7% | +1.3% |
| 7D | +3.6% | -12.3% | +15.9% | +5.5% |
| 30D | +21.6% | -26.0% | +47.6% | +27.2% |
| 3M | +0.1% | -8.1% | +8.2% | -0.5% |
| 6M | +13.0% | +1.4% | +11.6% | +7.5% |
| YTD | +4.9% | +115.6% | -110.6% | -17.3% |
| 1Y | -2.1% | +128.0% | -130.1% | -24.0% |
| 3Y | +32.6% | +371.4% | -338.8% | -18.1% |
| 5Y | +8.2% | +469.4% | -461.2% | -38.4% |
| 10Y | +257.9% | +842.6% | -584.7% | +59.6% |
| All | +257.9% | +849.3% | -591.4% | +59.6% |
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