+248.6%
HD vs ASX
+962.9%
-714.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.2% | +0.5% |
| 7D | +1.5% | +12.4% | -10.9% | -0.8% |
| 30D | +18.0% | -19.8% | +37.8% | +21.5% |
| 3M | +2.8% | -10.3% | +13.1% | +2.8% |
| 6M | +17.0% | +1.2% | +15.7% | +11.4% |
| YTD | +3.5% | +123.0% | -119.5% | -19.1% |
| 1Y | -2.6% | +145.4% | -148.0% | -25.7% |
| 3Y | +30.7% | +368.6% | -337.9% | -19.1% |
| 5Y | +6.2% | +486.0% | -479.8% | -40.0% |
| All | +248.6% | +962.9% | -714.4% | +54.0% |
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 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