+76.1%
XBI vs HIG
+5.1%
+71.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.4% |
| 7D | +0.9% | +0.3% | +0.6% | +0.9% |
| 30D | +7.1% | -3.2% | +10.3% | +7.1% |
| 3M | +22.9% | +9.1% | +13.8% | +22.8% |
| 6M | +29.7% | -1.8% | +31.5% | +29.6% |
| YTD | +34.5% | +1.8% | +32.7% | +34.6% |
| 1Y | +76.1% | +4.6% | +71.5% | +79.3% |
| All | +76.1% | +5.1% | +71.0% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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