+149.7%
XBI vs HDB
+42.1%
+107.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.9% | -7.3% | -2.8% |
| 7D | -4.6% | +0.7% | -5.3% | -5.0% |
| 30D | -2.0% | +1.0% | -3.0% | -2.5% |
| 3M | +17.8% | -2.0% | +19.8% | +17.9% |
| 6M | +23.7% | -18.1% | +41.8% | +31.6% |
| YTD | +28.2% | -36.1% | +64.4% | +48.6% |
| 1Y | +64.0% | -34.0% | +98.0% | +87.6% |
| 3Y | +99.4% | -26.7% | +126.1% | +115.8% |
| 5Y | +19.3% | -33.9% | +53.2% | +31.1% |
| All | +149.7% | +42.1% | +107.6% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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