+1,218.8%
URI vs XHB
+271.6%
+947.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +3.6% | +3.3% | +3.4% |
| 7D | -4.0% | +1.3% | -5.3% | -5.6% |
| 30D | +6.8% | +11.8% | -5.0% | -4.9% |
| 3M | -2.8% | -3.8% | +1.0% | +0.2% |
| 6M | +20.9% | +4.1% | +16.8% | +14.0% |
| YTD | +40.2% | +4.0% | +36.3% | +31.7% |
| 1Y | +34.1% | +1.6% | +32.5% | +28.6% |
| 3Y | +164.1% | +43.2% | +121.0% | +72.1% |
| 5Y | +199.3% | +35.8% | +163.5% | +105.0% |
| 10Y | +1,218.8% | +259.3% | +959.6% | +245.4% |
| All | +1,218.8% | +271.6% | +947.2% | +245.4% |
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 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