+2,781.8%
ASX vs XHB
+172.9%
+2,609.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.2% |
| 7D | -19.9% | +1.3% | -21.2% | -20.4% |
| 30D | -30.9% | +7.8% | -38.7% | -33.8% |
| 3M | -15.1% | -5.5% | -9.6% | -13.1% |
| 6M | -6.5% | -2.6% | -3.9% | -5.5% |
| YTD | +98.4% | +0.4% | +98.1% | +96.9% |
| 1Y | +107.9% | -1.0% | +108.8% | +107.3% |
| 3Y | +325.3% | +37.3% | +288.0% | +253.5% |
| 5Y | +447.3% | +33.7% | +413.6% | +358.2% |
| 10Y | +763.2% | +256.9% | +506.3% | +343.3% |
| All | +2,781.8% | +172.9% | +2,609.0% | +1,232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling