-4.1%
XLY vs ASX
+253.7%
-257.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -1.7% | +5.2% | -6.9% | -2.3% |
| 30D | -4.2% | +0.5% | -4.7% | -4.3% |
| 3M | -2.7% | +8.3% | -11.0% | -4.7% |
| 6M | -0.6% | +82.0% | -82.7% | -11.3% |
| YTD | -5.0% | +147.6% | -152.6% | -18.3% |
| 1Y | -4.1% | +258.8% | -262.9% | -21.2% |
| All | -4.1% | +253.7% | -257.8% | -21.2% |
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