+125.7%
ASX vs XHB
+1.3%
+124.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.6% | +5.0% | +6.5% |
| 7D | -12.3% | +1.3% | -13.6% | -12.5% |
| 30D | -26.0% | +11.8% | -37.8% | -30.4% |
| 3M | -8.1% | -3.8% | -4.3% | -4.7% |
| 6M | +1.4% | +4.1% | -2.7% | -0.1% |
| YTD | +115.6% | +4.0% | +111.6% | +111.9% |
| All | +125.7% | +1.3% | +124.4% | +123.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling