+249.3%
HL vs ASX
+490.0%
-240.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.5% | -1.6% | +0.3% |
| 7D | +0.4% | +11.1% | -10.7% | -4.4% |
| 30D | +18.8% | +9.6% | +9.2% | +13.6% |
| 3M | +43.7% | +18.6% | +25.1% | +29.7% |
| 6M | -1.0% | +92.1% | -93.2% | -29.3% |
| YTD | +8.7% | +158.5% | -149.8% | -32.3% |
| 1Y | +105.0% | +271.9% | -166.9% | +7.6% |
| 3Y | +427.3% | +465.2% | -38.0% | +122.4% |
| 5Y | +249.3% | +479.4% | -230.1% | +24.3% |
| All | +249.3% | +490.0% | -240.7% | +24.3% |
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 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