+415.3%
ASX vs XHB
+33.2%
+382.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.4% |
| 7D | -19.9% | +1.3% | -21.2% | -20.5% |
| 30D | -30.9% | +7.8% | -38.7% | -34.4% |
| 3M | -15.1% | -5.5% | -9.6% | -12.5% |
| 6M | -6.5% | -2.6% | -3.9% | -5.3% |
| YTD | +98.4% | +0.4% | +98.1% | +96.0% |
| 1Y | +107.9% | -1.0% | +108.8% | +106.5% |
| 3Y | +325.3% | +37.3% | +288.0% | +220.4% |
| All | +415.3% | +33.2% | +382.1% | +287.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling