-3.5%
HD vs ASX
+154.3%
-157.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.6% | -6.5% | 0.0% |
| 7D | -1.2% | +0.8% | -2.0% | -1.2% |
| 30D | +20.9% | -20.4% | +41.3% | +21.5% |
| 3M | -0.2% | -2.1% | +2.0% | -0.8% |
| 6M | +14.5% | +8.2% | +6.3% | +11.7% |
| YTD | +4.3% | +137.3% | -133.0% | -8.1% |
| 1Y | -3.5% | +155.0% | -158.5% | -15.9% |
| All | -3.5% | +154.3% | -157.8% | -15.9% |
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