+417.4%
HL vs ASX
+443.1%
-25.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.1% | -3.8% |
| 7D | +7.1% | +6.3% | +0.8% | +3.9% |
| 30D | +21.4% | +6.4% | +15.0% | +17.6% |
| 3M | +37.4% | +13.1% | +24.3% | +26.3% |
| 6M | +0.4% | +90.3% | -89.9% | -29.0% |
| YTD | +6.7% | +149.6% | -142.9% | -33.8% |
| 1Y | +102.4% | +249.2% | -146.8% | +6.1% |
| 3Y | +417.4% | +445.9% | -28.5% | +122.8% |
| All | +417.4% | +443.1% | -25.7% | +122.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling