+1,784.9%
HL vs ASX
+3,326.1%
-1,541.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.2% | -1.4% |
| 7D | -11.1% | +12.4% | -23.5% | -13.7% |
| 30D | -12.1% | -19.8% | +7.7% | -8.3% |
| 3M | -26.1% | -10.3% | -15.8% | -25.1% |
| 6M | -37.7% | +1.2% | -39.0% | -39.1% |
| YTD | -31.7% | +123.0% | -154.7% | -44.4% |
| 1Y | -11.6% | +145.4% | -157.1% | -29.7% |
| 3Y | +249.6% | +368.6% | -119.0% | +139.3% |
| 5Y | +108.5% | +486.0% | -377.5% | +34.3% |
| 10Y | +127.0% | +941.0% | -814.1% | +27.7% |
| All | +1,784.9% | +3,326.1% | -1,541.2% | +705.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling