+309.8%
BE vs XHB
-14.9%
+324.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +5.6% |
| 7D | +9.0% | -4.6% | +13.7% | +12.2% |
| 30D | +16.3% | -9.1% | +25.4% | +23.5% |
| 3M | +10.8% | -8.6% | +19.4% | +16.6% |
| 6M | +73.2% | -4.0% | +77.2% | +75.0% |
| YTD | +217.4% | -3.9% | +221.3% | +211.2% |
| 1Y | +309.8% | -16.5% | +326.3% | +359.7% |
| All | +309.8% | -14.9% | +324.7% | +359.7% |
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