+1,972.6%
NOW vs XHB
+448.3%
+1,524.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.5% |
| 7D | -3.0% | +1.3% | -4.3% | -3.9% |
| 30D | -26.0% | +7.8% | -33.8% | -30.0% |
| 3M | -13.1% | -5.5% | -7.6% | -11.2% |
| 6M | +14.5% | -2.6% | +17.1% | +13.0% |
| YTD | -33.4% | +0.4% | -33.8% | -37.2% |
| 1Y | -40.6% | -1.0% | -39.6% | -43.6% |
| 3Y | -16.3% | +37.3% | -53.6% | -40.7% |
| 5Y | -26.3% | +33.7% | -60.0% | -47.0% |
| 10Y | +512.7% | +256.9% | +255.8% | +98.2% |
| All | +1,972.6% | +448.3% | +1,524.3% | +480.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling