+1,964.5%
ETN vs XHB
+157.1%
+1,807.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -0.1% |
| 7D | +3.0% | -5.2% | +8.3% | +6.3% |
| 30D | -10.9% | -12.1% | +1.2% | -3.9% |
| 3M | +9.2% | -6.2% | +15.5% | +13.0% |
| 6M | +13.9% | -6.7% | +20.6% | +18.2% |
| YTD | +29.5% | -5.5% | +35.0% | +33.0% |
| 1Y | +14.2% | -15.6% | +29.9% | +24.9% |
| 3Y | +79.9% | +22.0% | +57.9% | +54.7% |
| 5Y | +175.7% | +31.8% | +143.8% | +122.6% |
| 10Y | +693.2% | +208.1% | +485.2% | +286.8% |
| All | +1,964.5% | +157.1% | +1,807.4% | +713.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling