+64.0%
XBI vs ASX
+253.7%
-189.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -4.6% | +5.2% | -9.9% | -5.4% |
| 30D | -2.0% | +0.5% | -2.5% | -2.2% |
| 3M | +17.8% | +8.3% | +9.5% | +14.9% |
| 6M | +23.7% | +82.0% | -58.3% | +10.3% |
| YTD | +28.2% | +147.6% | -119.4% | +10.8% |
| 1Y | +64.0% | +258.8% | -194.9% | +34.3% |
| All | +64.0% | +253.7% | -189.8% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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