+561.5%
HPE vs ASX
+858.9%
-297.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.6% | -2.4% | +2.7% |
| 7D | -7.1% | -12.3% | +5.1% | -2.5% |
| 30D | -35.3% | -26.0% | -9.3% | -27.5% |
| 3M | -10.4% | -8.1% | -2.3% | -7.7% |
| 6M | +52.5% | +1.4% | +51.1% | +48.8% |
| YTD | +100.3% | +115.6% | -15.3% | +45.7% |
| 1Y | +106.4% | +128.0% | -21.6% | +47.0% |
| 3Y | +227.4% | +371.4% | -144.0% | +73.1% |
| 5Y | +250.6% | +469.4% | -218.8% | +68.5% |
| 10Y | +365.4% | +842.6% | -477.3% | +68.1% |
| All | +561.5% | +858.9% | -297.4% | +131.0% |
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