+6,169.9%
MU vs XHB
+202.9%
+5,967.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +4.0% |
| 7D | +7.5% | -1.9% | +9.4% | +9.2% |
| 30D | +19.4% | -8.3% | +27.7% | +27.8% |
| 3M | +9.8% | -7.1% | +17.0% | +16.7% |
| 6M | +164.1% | -5.3% | +169.4% | +175.4% |
| YTD | +260.3% | -3.2% | +263.5% | +265.5% |
| 1Y | +661.2% | -13.9% | +675.0% | +746.9% |
| 3Y | +1,380.8% | +24.9% | +1,355.9% | +1,071.8% |
| 5Y | +1,346.4% | +34.5% | +1,311.9% | +961.5% |
| 10Y | +6,169.9% | +215.5% | +5,954.5% | +2,159.1% |
| All | +6,169.9% | +202.9% | +5,967.0% | +2,159.1% |
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