-41.4%
RAM vs XHB
+0.9%
-42.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +5.4% | -15.8% | -7.8% |
| 7D | -31.3% | +9.7% | -41.0% | -29.4% |
| 30D | -49.4% | +11.7% | -61.0% | -47.9% |
| 3M | -41.4% | -1.4% | -40.0% | -34.4% |
| All | -41.4% | +0.9% | -42.3% | -34.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling