+913.4%
ASX vs XHB
+204.2%
+709.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +7.6% |
| 7D | +6.3% | +0.2% | +6.1% | +6.0% |
| 30D | +6.4% | -9.1% | +15.5% | +12.7% |
| 3M | +13.1% | -2.3% | +15.5% | +14.6% |
| 6M | +90.3% | -4.1% | +94.4% | +95.2% |
| YTD | +149.6% | -1.7% | +151.3% | +151.1% |
| 1Y | +249.2% | -15.1% | +264.3% | +282.6% |
| 3Y | +445.9% | +26.8% | +419.1% | +350.1% |
| 5Y | +477.7% | +37.3% | +440.4% | +345.3% |
| 10Y | +913.4% | +205.7% | +707.7% | +382.4% |
| All | +913.4% | +204.2% | +709.2% | +382.4% |
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