+913.4%
ASX vs XYL
+141.5%
+771.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.1% | +4.5% |
| 7D | +6.3% | +1.8% | +4.5% | +5.4% |
| 30D | +6.4% | -9.2% | +15.6% | +11.9% |
| 3M | +13.1% | -0.3% | +13.4% | +12.3% |
| 6M | +90.3% | -11.0% | +101.3% | +100.4% |
| YTD | +149.6% | -19.2% | +168.8% | +174.8% |
| 1Y | +249.2% | -21.2% | +270.4% | +289.4% |
| 3Y | +445.9% | +18.6% | +427.3% | +381.7% |
| 5Y | +477.7% | -14.3% | +492.0% | +488.8% |
| 10Y | +913.4% | +141.0% | +772.4% | +579.6% |
| All | +913.4% | +141.5% | +771.9% | +579.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XYL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling