+249.2%
ASX vs XYL
-21.5%
+270.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.0% | +3.1% | +5.2% |
| 7D | +6.3% | +1.8% | +4.5% | +5.8% |
| 30D | +6.4% | -9.2% | +15.6% | +9.1% |
| 3M | +13.1% | -0.3% | +13.4% | +10.7% |
| 6M | +90.3% | -11.0% | +101.3% | +93.1% |
| YTD | +149.6% | -19.2% | +168.8% | +155.3% |
| 1Y | +249.2% | -21.2% | +270.4% | +272.2% |
| All | +249.2% | -21.5% | +270.7% | +272.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling