+555.2%
XLU vs ASX
+3,734.8%
-3,179.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.1% | -5.2% | +0.2% |
| 7D | +2.1% | +6.3% | -4.2% | +1.4% |
| 30D | -0.4% | +6.4% | -6.8% | -1.1% |
| 3M | +0.5% | +13.1% | -12.7% | -1.5% |
| 6M | -5.8% | +90.3% | -96.1% | -13.1% |
| YTD | +3.1% | +149.6% | -146.5% | -7.7% |
| 1Y | +8.1% | +249.2% | -241.1% | -6.9% |
| 3Y | +50.5% | +445.9% | -395.4% | +21.6% |
| 5Y | +44.7% | +477.7% | -433.0% | +14.3% |
| 10Y | +136.8% | +913.4% | -776.6% | +70.2% |
| All | +555.2% | +3,734.8% | -3,179.5% | +266.6% |
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 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