+2,771.1%
NOW vs XHB
+450.3%
+2,320.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -3.9% | -3.6% |
| 7D | -2.4% | -1.3% | -1.1% | -1.6% |
| 30D | +20.5% | -6.9% | +27.4% | +25.7% |
| 3M | +18.3% | -1.3% | +19.6% | +17.5% |
| 6M | +24.1% | -6.8% | +30.9% | +25.8% |
| YTD | -7.8% | +0.7% | -8.5% | -12.2% |
| 1Y | -21.4% | -11.2% | -10.2% | -19.0% |
| 3Y | +19.5% | +25.3% | -5.8% | -8.5% |
| 5Y | +4.1% | +37.3% | -33.2% | -25.7% |
| 10Y | +826.4% | +211.5% | +614.9% | +241.1% |
| All | +2,771.1% | +450.3% | +2,320.8% | +711.1% |
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 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