+85.4%
BE vs XHB
-2.2%
+87.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.7% | -5.7% | -5.4% |
| 7D | +10.8% | -0.2% | +11.0% | +11.2% |
| 30D | -19.8% | +9.9% | -29.7% | -24.6% |
| 3M | -18.7% | -6.3% | -12.4% | -15.0% |
| 6M | -33.7% | +3.8% | -37.6% | -34.9% |
| YTD | +121.0% | +0.1% | +120.8% | +109.0% |
| 1Y | +85.4% | -0.8% | +86.2% | +75.7% |
| All | +85.4% | -2.2% | +87.6% | +75.7% |
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