+8.6%
XLF vs ASX
+253.2%
-244.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +2.9% | -0.3% |
| 7D | -2.9% | +6.5% | -9.4% | -2.9% |
| 30D | -1.6% | +3.1% | -4.7% | -1.6% |
| 3M | +9.3% | +17.4% | -8.1% | +8.8% |
| 6M | +14.6% | +85.4% | -70.9% | +11.1% |
| YTD | +4.7% | +150.1% | -145.3% | +1.8% |
| 1Y | +8.6% | +256.3% | -247.7% | +6.9% |
| All | +8.6% | +253.2% | -244.5% | +6.9% |
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