+790.0%
NOW vs XHB
+204.2%
+585.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -3.7% |
| 7D | -6.1% | +0.2% | -6.3% | -6.1% |
| 30D | +7.5% | -9.1% | +16.5% | +13.1% |
| 3M | +17.5% | -2.3% | +19.9% | +17.5% |
| 6M | +7.9% | -4.1% | +12.1% | +7.7% |
| YTD | -12.4% | -1.7% | -10.7% | -15.0% |
| 1Y | -28.6% | -15.1% | -13.5% | -24.4% |
| 3Y | +11.8% | +26.8% | -15.0% | -13.6% |
| 5Y | +2.6% | +37.3% | -34.7% | -25.5% |
| 10Y | +790.0% | +205.7% | +584.3% | +291.1% |
| All | +790.0% | +204.2% | +585.8% | +291.1% |
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