+630.8%
HLT vs ASX
+1,416.6%
-785.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.1% | -8.2% | -3.6% |
| 7D | -2.4% | +6.3% | -8.7% | -3.9% |
| 30D | -4.1% | +6.4% | -10.5% | -5.8% |
| 3M | -10.6% | +13.1% | -23.7% | -15.1% |
| 6M | +2.0% | +90.3% | -88.2% | -16.8% |
| YTD | +6.1% | +149.6% | -143.5% | -20.0% |
| 1Y | +9.8% | +249.2% | -239.4% | -25.4% |
| 3Y | +99.0% | +445.9% | -346.9% | +15.0% |
| 5Y | +151.5% | +477.7% | -326.3% | +38.5% |
| 10Y | +561.1% | +913.4% | -352.3% | +190.0% |
| All | +630.8% | +1,416.6% | -785.8% | +183.0% |
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