+30.8%
XLV vs ASX
+447.1%
-416.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.2% |
| 7D | -3.6% | +5.2% | -8.8% | -3.7% |
| 30D | -1.8% | +0.5% | -2.3% | -1.9% |
| 3M | +7.8% | +8.3% | -0.5% | +6.9% |
| 6M | +9.1% | +82.0% | -72.9% | +3.2% |
| YTD | +7.7% | +147.6% | -139.9% | -0.8% |
| 1Y | +20.4% | +258.8% | -238.4% | +6.7% |
| 3Y | +30.8% | +452.1% | -421.3% | +5.3% |
| All | +30.8% | +447.1% | -416.3% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling