+943.2%
XBI vs ASX
+3,593.9%
-2,650.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.1% | -7.2% | -2.8% |
| 7D | -0.9% | +6.3% | -7.2% | -2.6% |
| 30D | +2.9% | +6.4% | -3.5% | +0.8% |
| 3M | +26.2% | +13.1% | +13.1% | +19.7% |
| 6M | +30.7% | +90.3% | -59.6% | +5.9% |
| YTD | +32.9% | +149.6% | -116.7% | -1.0% |
| 1Y | +72.3% | +249.2% | -176.9% | +15.7% |
| 3Y | +107.2% | +445.9% | -338.7% | +18.7% |
| 5Y | +23.2% | +477.7% | -454.6% | -32.1% |
| 10Y | +158.5% | +913.4% | -754.8% | +15.5% |
| All | +943.2% | +3,593.9% | -2,650.6% | +189.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling