+30.1%
Q vs XHB
-4.5%
+34.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.5% | +0.5% |
| 7D | +4.0% | +1.2% | +2.8% | +3.3% |
| 30D | -2.3% | +8.9% | -11.2% | -8.3% |
| 3M | -7.9% | -4.2% | -3.8% | -5.2% |
| 6M | -16.0% | +1.4% | -17.3% | -18.2% |
| YTD | +51.7% | +1.2% | +50.5% | +48.6% |
| 1Y | +28.3% | -1.3% | +29.6% | +26.1% |
| All | +30.1% | -4.5% | +34.6% | +29.7% |
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