+53.5%
BE vs XHB
-7.7%
+61.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.0% | +6.4% | +6.5% |
| 7D | +20.0% | -1.3% | +21.3% | +21.4% |
| 30D | +7.9% | -6.9% | +14.8% | +14.9% |
| 3M | -13.2% | -1.3% | -12.0% | -13.3% |
| 6M | +53.5% | -6.8% | +60.3% | +72.0% |
| All | +53.5% | -7.7% | +61.1% | +72.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling