+261.2%
HL vs ASX
+974.7%
-713.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.3% | -0.7% | -2.6% |
| 7D | -5.6% | +6.5% | -12.1% | -8.2% |
| 30D | +12.7% | +3.1% | +9.6% | +10.9% |
| 3M | +42.5% | +17.4% | +25.1% | +30.2% |
| 6M | -9.0% | +85.4% | -94.5% | -32.2% |
| YTD | +4.4% | +150.1% | -145.7% | -31.6% |
| 1Y | +82.7% | +256.3% | -173.6% | +2.7% |
| 3Y | +406.3% | +446.9% | -40.6% | +131.6% |
| 5Y | +238.2% | +447.1% | -208.9% | +48.0% |
| All | +261.2% | +974.7% | -713.4% | +2.3% |
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 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