+371.6%
GH vs XHB
+23.1%
+348.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -2.0% |
| 7D | -2.5% | -4.6% | +2.1% | +0.4% |
| 30D | -4.7% | -9.1% | +4.4% | +1.0% |
| 3M | +20.2% | -8.6% | +28.8% | +25.9% |
| 6M | +78.8% | -4.0% | +82.8% | +80.3% |
| YTD | +54.1% | -3.9% | +58.0% | +53.9% |
| 1Y | +177.1% | -16.5% | +193.5% | +205.5% |
| 3Y | +371.6% | +22.6% | +349.1% | +231.8% |
| All | +371.6% | +23.1% | +348.6% | +231.8% |
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