+575.2%
HLT vs ASX
+964.2%
-388.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -1.6% | +5.2% | -6.8% | -2.9% |
| 30D | -5.0% | +0.5% | -5.5% | -5.5% |
| 3M | -10.4% | +8.3% | -18.7% | -14.1% |
| 6M | +3.2% | +82.0% | -78.8% | -15.5% |
| YTD | +6.7% | +147.6% | -140.9% | -20.4% |
| 1Y | +10.3% | +258.8% | -248.6% | -27.0% |
| 3Y | +99.3% | +452.1% | -352.7% | +11.4% |
| 5Y | +143.7% | +441.7% | -298.0% | +31.9% |
| All | +575.2% | +964.2% | -388.9% | +179.9% |
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 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