+133.9%
HL vs ASX
+272.9%
-139.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +1.5% | -0.7% | +2.2% | +1.8% |
| 30D | +25.1% | +2.0% | +23.1% | +23.6% |
| 3M | +22.9% | -1.3% | +24.2% | +20.2% |
| 6M | -4.9% | +71.4% | -76.3% | -34.4% |
| YTD | +7.8% | +135.3% | -127.5% | -39.3% |
| 1Y | +133.9% | +267.5% | -133.6% | -13.7% |
| All | +133.9% | +272.9% | -139.0% | -13.7% |
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