+869.9%
XBI vs ASX
+3,200.2%
-2,330.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.1% |
| 7D | -1.1% | +12.4% | -13.5% | -4.3% |
| 30D | +2.6% | -19.8% | +22.4% | +7.6% |
| 3M | -4.0% | -10.3% | +6.3% | -3.1% |
| 6M | +10.9% | +1.2% | +9.7% | +5.9% |
| YTD | +23.6% | +123.0% | -99.4% | -6.6% |
| 1Y | +35.1% | +145.4% | -110.3% | -0.9% |
| 3Y | +125.2% | +368.6% | -243.4% | +32.6% |
| 5Y | +19.7% | +486.0% | -466.3% | -35.1% |
| 10Y | +130.6% | +941.0% | -810.5% | +1.0% |
| All | +869.9% | +3,200.2% | -2,330.3% | +173.0% |
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 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