+1,683.3%
BE vs XHB
+24.0%
+1,659.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -1.7% |
| 7D | +23.9% | -1.9% | +25.8% | +25.7% |
| 30D | +27.8% | -8.3% | +36.2% | +36.4% |
| 3M | +3.7% | -7.1% | +10.9% | +9.4% |
| 6M | +78.0% | -5.3% | +83.2% | +84.3% |
| YTD | +209.9% | -3.2% | +213.1% | +212.3% |
| 1Y | +389.6% | -13.9% | +403.5% | +440.7% |
| All | +1,683.3% | +24.0% | +1,659.3% | +1,043.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling