-4.3%
HD vs ASX
+105.3%
-109.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.4% | -8.3% | -1.9% |
| 7D | +4.3% | -19.9% | +24.3% | +4.6% |
| 30D | +20.2% | -30.9% | +51.1% | +20.8% |
| 3M | -1.0% | -15.1% | +14.1% | -1.6% |
| 6M | +7.9% | -6.5% | +14.4% | +5.1% |
| YTD | +2.0% | +98.4% | -96.5% | -8.7% |
| 1Y | -4.3% | +107.9% | -112.2% | -14.3% |
| All | -4.3% | +105.3% | -109.6% | -14.3% |
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