+123.5%
HPE vs ASX
+154.3%
-30.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.6% | -1.8% | +1.7% |
| 7D | +0.3% | +0.8% | -0.5% | -0.7% |
| 30D | -28.6% | -20.4% | -8.1% | -21.4% |
| 3M | -7.4% | -2.1% | -5.2% | -6.8% |
| 6M | +63.7% | +8.2% | +55.5% | +54.5% |
| YTD | +111.7% | +137.3% | -25.6% | +47.4% |
| 1Y | +123.5% | +155.0% | -31.5% | +47.4% |
| All | +123.5% | +154.3% | -30.8% | +47.4% |
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