+151.8%
HPE vs ASX
+275.6%
-123.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +3.8% |
| 7D | +13.6% | +11.1% | +2.5% | +9.4% |
| 30D | +7.7% | +9.6% | -1.9% | +4.0% |
| 3M | +22.4% | +18.6% | +3.8% | +13.7% |
| 6M | +172.6% | +92.1% | +80.5% | +117.5% |
| YTD | +147.5% | +158.5% | -11.0% | +81.9% |
| 1Y | +151.8% | +271.9% | -120.1% | +72.7% |
| All | +151.8% | +275.6% | -123.8% | +72.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling