+125.2%
XBI vs ASX
+366.9%
-241.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | 0.0% |
| 7D | -1.1% | +12.4% | -13.5% | -3.6% |
| 30D | +2.6% | -19.8% | +22.4% | +6.3% |
| 3M | -4.0% | -10.3% | +6.3% | -3.3% |
| 6M | +10.9% | +1.2% | +9.7% | +6.6% |
| YTD | +23.6% | +123.0% | -99.4% | -3.6% |
| 1Y | +35.1% | +145.4% | -110.3% | +2.6% |
| 3Y | +125.2% | +368.6% | -243.4% | +26.7% |
| All | +125.2% | +366.9% | -241.7% | +26.7% |
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