+406.2%
ASX vs XHB
+30.5%
+375.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | -0.4% |
| 7D | -0.7% | -1.3% | +0.6% | 0.0% |
| 30D | +2.0% | -6.9% | +8.9% | +6.2% |
| 3M | -1.3% | -1.3% | -0.1% | -0.5% |
| 6M | +71.4% | -6.8% | +78.2% | +77.9% |
| YTD | +135.3% | +0.7% | +134.6% | +133.4% |
| 1Y | +267.5% | -11.2% | +278.7% | +290.0% |
| All | +406.2% | +30.5% | +375.8% | +310.6% |
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