+1,055.1%
ASX vs XHB
+240.7%
+814.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.1% | +6.7% | +6.6% |
| 7D | +0.8% | -4.1% | +4.9% | +4.0% |
| 30D | -20.4% | +9.6% | -30.1% | -25.2% |
| 3M | -2.1% | -6.0% | +3.9% | +1.1% |
| 6M | +8.2% | +2.2% | +6.0% | +6.2% |
| YTD | +137.3% | +1.1% | +136.1% | +133.3% |
| 1Y | +155.0% | -1.7% | +156.7% | +154.7% |
| 3Y | +397.9% | +36.5% | +361.5% | +289.7% |
| 5Y | +529.2% | +33.5% | +495.8% | +390.7% |
| All | +1,055.1% | +240.7% | +814.4% | +406.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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