+152.0%
GE vs XHB
+237.3%
-85.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | -0.2% |
| 7D | +2.7% | -0.2% | +2.9% | +2.8% |
| 30D | +8.1% | +9.9% | -1.9% | +1.6% |
| 3M | -7.9% | -6.3% | -1.6% | -4.4% |
| 6M | +12.9% | +3.8% | +9.1% | +9.4% |
| YTD | +8.2% | +0.1% | +8.0% | +7.0% |
| 1Y | +9.7% | -0.8% | +10.5% | +8.6% |
| 3Y | +266.1% | +35.6% | +230.5% | +180.5% |
| 5Y | +407.4% | +29.6% | +377.8% | +291.8% |
| All | +152.0% | +237.3% | -85.4% | +1.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling