+343.8%
HPE vs ASX
+472.4%
-128.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +6.1% | +1.7% | +5.2% |
| 7D | +10.1% | +6.3% | +3.8% | +7.4% |
| 30D | +5.3% | +6.4% | -1.1% | +2.4% |
| 3M | +12.7% | +13.1% | -0.5% | +5.2% |
| 6M | +167.7% | +90.3% | +77.4% | +98.2% |
| YTD | +135.5% | +149.6% | -14.2% | +53.6% |
| 1Y | +143.4% | +249.2% | -105.8% | +35.6% |
| 3Y | +249.2% | +445.9% | -196.7% | +55.5% |
| 5Y | +343.8% | +477.7% | -133.9% | +72.0% |
| All | +343.8% | +472.4% | -128.6% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling