+103.5%
XBI vs ASX
+471.1%
-367.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -2.3% |
| 7D | -3.6% | +11.1% | -14.7% | -5.8% |
| 30D | +0.9% | +9.6% | -8.7% | -1.4% |
| 3M | +21.4% | +18.6% | +2.8% | +14.9% |
| 6M | +25.5% | +92.1% | -66.6% | +4.2% |
| YTD | +30.8% | +158.5% | -127.6% | 0.0% |
| 1Y | +68.6% | +271.9% | -203.3% | +15.7% |
| All | +103.5% | +471.1% | -367.6% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling