+75.9%
AG vs XHB
+33.5%
+42.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.9% |
| 7D | -0.1% | -1.9% | +1.8% | +0.9% |
| 30D | +12.5% | -8.3% | +20.8% | +18.1% |
| 3M | +28.2% | -7.1% | +35.3% | +33.6% |
| 6M | -18.8% | -5.3% | -13.6% | -16.2% |
| YTD | +27.4% | -3.2% | +30.6% | +30.4% |
| 1Y | +132.2% | -13.9% | +146.0% | +151.4% |
| 3Y | +286.9% | +24.9% | +261.9% | +236.8% |
| All | +75.9% | +33.5% | +42.4% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 5y: compounded portfolio wealth divided by compounded XHB 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…
5y analysis · Full analysis span regression · 6 months rolling