+29.5%
XLB vs ASX
+144.4%
-114.9%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.9% | +6.4% | +2.8% |
| 7D | +3.9% | -14.6% | +18.5% | +5.0% |
| 30D | +8.9% | -21.1% | +30.0% | +10.7% |
| 3M | +4.1% | -3.1% | +7.2% | +3.7% |
| 6M | +7.3% | +17.4% | -10.1% | +2.4% |
| YTD | +20.4% | +135.3% | -114.9% | +4.9% |
| 1Y | +29.5% | +146.5% | -117.0% | +12.5% |
| All | +29.5% | +144.4% | -114.9% | +12.5% |
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 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