+452.0%
TEAM vs XHB
+234.8%
+217.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.9% |
| 7D | -16.9% | -2.4% | -14.5% | -15.6% |
| 30D | -26.8% | +7.1% | -33.9% | -29.9% |
| 3M | -1.9% | -6.0% | +4.1% | +1.0% |
| 6M | +79.2% | +2.1% | +77.1% | +73.9% |
| YTD | -6.1% | -0.6% | -5.5% | -9.8% |
| 1Y | -2.1% | -3.3% | +1.2% | -4.5% |
| 3Y | -13.6% | +34.1% | -47.7% | -34.3% |
| 5Y | -65.8% | +28.6% | -94.4% | -73.9% |
| All | +452.0% | +234.8% | +217.1% | +144.2% |
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