+99.4%
HLT vs ASX
+452.5%
-353.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.0% | +0.2% |
| 7D | -2.6% | +6.5% | -9.1% | -3.5% |
| 30D | -2.6% | +3.1% | -5.8% | -3.2% |
| 3M | -9.4% | +17.4% | -26.8% | -13.0% |
| 6M | +2.7% | +85.4% | -82.7% | -11.2% |
| YTD | +6.8% | +150.1% | -143.3% | -13.6% |
| 1Y | +12.4% | +256.3% | -243.9% | -16.8% |
| All | +99.4% | +452.5% | -353.1% | +18.8% |
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