+368.6%
ASX vs XHB
+35.8%
+332.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.8% | -2.5% |
| 7D | +12.4% | -0.2% | +12.6% | +12.6% |
| 30D | -19.8% | +9.9% | -29.7% | -24.2% |
| 3M | -10.3% | -6.3% | -4.0% | -7.0% |
| 6M | +1.2% | +3.8% | -2.6% | -0.8% |
| YTD | +123.0% | +0.1% | +122.9% | +121.6% |
| 1Y | +145.4% | -0.8% | +146.2% | +144.7% |
| 3Y | +368.6% | +35.6% | +333.0% | +269.6% |
| All | +368.6% | +35.8% | +332.8% | +269.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling