+154.8%
ASX vs XHB
-1.9%
+156.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.1% | +6.7% | +6.6% |
| 7D | +0.8% | -4.1% | +4.9% | +3.6% |
| 30D | -20.4% | +9.6% | -30.1% | -24.5% |
| 3M | -2.1% | -6.0% | +3.9% | +2.7% |
| 6M | +8.2% | +2.2% | +6.0% | +7.6% |
| YTD | +137.3% | +1.1% | +136.1% | +136.7% |
| All | +154.8% | -1.9% | +156.7% | +157.0% |
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