+55.2%
HYG vs ASX
+964.2%
-909.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | -0.7% | +5.2% | -5.9% | -1.2% |
| 30D | -0.7% | +0.5% | -1.2% | -0.9% |
| 3M | -0.2% | +8.3% | -8.5% | -1.5% |
| 6M | +1.4% | +82.0% | -80.6% | -5.3% |
| YTD | +1.5% | +147.6% | -146.2% | -8.4% |
| 1Y | +2.9% | +258.8% | -255.9% | -10.8% |
| 3Y | +25.6% | +452.1% | -426.4% | +2.2% |
| 5Y | +18.6% | +441.7% | -423.2% | -5.2% |
| All | +55.2% | +964.2% | -909.0% | +10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling