+190.4%
ETN vs XHB
+33.0%
+157.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.4% | +3.0% |
| 7D | +3.5% | -4.6% | +8.2% | +6.4% |
| 30D | -7.5% | -9.1% | +1.6% | -2.2% |
| 3M | +8.3% | -8.6% | +16.9% | +13.8% |
| 6M | +20.2% | -4.0% | +24.2% | +22.7% |
| YTD | +34.7% | -3.9% | +38.6% | +36.9% |
| 1Y | +19.4% | -16.5% | +35.9% | +31.5% |
| 3Y | +85.5% | +22.6% | +62.9% | +56.1% |
| All | +190.4% | +33.0% | +157.4% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling