+2.4%
XLU vs ASX
+253.7%
-251.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.3% |
| 7D | -1.6% | +5.2% | -6.8% | -1.7% |
| 30D | -3.3% | +0.5% | -3.8% | -3.3% |
| 3M | -3.2% | +8.3% | -11.5% | -3.6% |
| 6M | -7.0% | +82.0% | -89.0% | -9.9% |
| YTD | +0.6% | +147.6% | -147.0% | -3.7% |
| 1Y | +2.4% | +258.8% | -256.4% | -2.6% |
| All | +2.4% | +253.7% | -251.3% | -2.6% |
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