+124.1%
HL vs ASX
+538.6%
-414.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.6% | -7.8% | -4.0% |
| 7D | -5.6% | +0.8% | -6.4% | -7.4% |
| 30D | -16.2% | -20.4% | +4.3% | -9.1% |
| 3M | -20.5% | -2.1% | -18.3% | -22.0% |
| 6M | -31.7% | +8.2% | -39.9% | -37.7% |
| YTD | -26.4% | +137.3% | -163.6% | -53.8% |
| 1Y | -4.3% | +155.0% | -159.3% | -42.0% |
| 3Y | +276.9% | +397.9% | -121.1% | +62.2% |
| 5Y | +124.1% | +529.2% | -405.2% | -22.9% |
| All | +124.1% | +538.6% | -414.5% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling