+54.4%
BEN vs XHB
+24.0%
+30.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.7% |
| 7D | +3.4% | -1.9% | +5.3% | +4.5% |
| 30D | +1.8% | -8.3% | +10.1% | +6.7% |
| 3M | +8.4% | -7.1% | +15.5% | +12.0% |
| 6M | +35.6% | -5.3% | +40.9% | +38.0% |
| YTD | +46.4% | -3.2% | +49.6% | +46.3% |
| 1Y | +46.3% | -13.9% | +60.2% | +56.9% |
| All | +54.4% | +24.0% | +30.4% | +19.1% |
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 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