-38.7%
NOW vs XHB
+5.8%
-44.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.4% | -5.8% | +0.9% |
| 7D | -27.5% | +9.7% | -37.3% | -25.7% |
| 30D | -20.0% | +11.7% | -31.7% | -17.9% |
| 3M | -7.9% | -1.4% | -6.5% | -7.9% |
| 6M | +18.3% | +6.8% | +11.5% | +20.4% |
| YTD | -29.0% | +5.5% | -34.5% | -28.8% |
| 1Y | -38.7% | +5.1% | -43.8% | -38.9% |
| All | -38.7% | +5.8% | -44.5% | -38.9% |
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