+96.8%
TEVA vs XHB
-9.3%
+106.0%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | -0.2% | -1.3% | +1.1% | +0.1% |
| 30D | +4.7% | -6.9% | +11.6% | +6.3% |
| 3M | +5.6% | -1.3% | +6.9% | +5.2% |
| 6M | +10.5% | -6.8% | +17.3% | +10.1% |
| YTD | +16.5% | +0.7% | +15.8% | +13.3% |
| 1Y | +96.8% | -11.2% | +108.0% | +101.7% |
| All | +96.8% | -9.3% | +106.0% | +101.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling