-9.9%
IGV vs XHB
-16.2%
+6.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -5.4% | -5.2% | -0.1% | -5.0% |
| 30D | -2.6% | -12.1% | +9.5% | -1.8% |
| 3M | +10.5% | -6.2% | +16.7% | +10.9% |
| 6M | +18.2% | -6.7% | +24.9% | +17.8% |
| YTD | -4.2% | -5.5% | +1.2% | -4.9% |
| All | -9.9% | -16.2% | +6.3% | -7.0% |
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