+3,317.6%
ASX vs XHB
+173.9%
+3,143.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | -0.3% |
| 7D | -0.7% | -1.3% | +0.6% | -0.1% |
| 30D | +2.0% | -6.9% | +8.9% | +5.7% |
| 3M | -1.3% | -1.3% | -0.1% | -0.6% |
| 6M | +71.4% | -6.8% | +78.2% | +78.0% |
| YTD | +135.3% | +0.7% | +134.6% | +134.2% |
| 1Y | +267.5% | -11.2% | +278.7% | +288.0% |
| 3Y | +388.5% | +25.3% | +363.1% | +326.9% |
| 5Y | +417.1% | +37.3% | +379.8% | +329.3% |
| 10Y | +872.7% | +211.5% | +661.2% | +433.2% |
| All | +3,317.6% | +173.9% | +3,143.7% | +1,485.4% |
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