+53.5%
ALAB vs XHB
-2.2%
+55.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.4% | -3.1% |
| 7D | +16.3% | -0.2% | +16.5% | +16.6% |
| 30D | -26.1% | +9.9% | -36.1% | -30.6% |
| 3M | -31.3% | -6.3% | -25.0% | -28.2% |
| 6M | -1.0% | +3.8% | -4.9% | -3.0% |
| YTD | +33.3% | +0.1% | +33.2% | +32.2% |
| 1Y | +53.5% | -0.8% | +54.4% | +52.1% |
| All | +53.5% | -2.2% | +55.7% | +52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling