+29.1%
BP vs XHB
-1.9%
+31.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -0.8% | -4.1% | +3.3% | -2.2% |
| 30D | -3.1% | +9.6% | -12.8% | +0.2% |
| 3M | +6.2% | -6.0% | +12.2% | +4.4% |
| 6M | +4.8% | +2.2% | +2.6% | +6.1% |
| YTD | +35.2% | +1.1% | +34.0% | +35.9% |
| All | +29.1% | -1.9% | +31.0% | +30.2% |
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