+47.9%
XBI vs HLT
+46.7%
+1.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.5% | -0.8% | +1.5% |
| 7D | +1.0% | +7.7% | -6.7% | -1.4% |
| 30D | +1.9% | +19.1% | -17.2% | -3.8% |
| 3M | +4.8% | +20.7% | -16.0% | -1.5% |
| 6M | +19.3% | +21.0% | -1.7% | +11.3% |
| YTD | +30.6% | +31.3% | -0.7% | +18.1% |
| 1Y | +47.9% | +45.9% | +2.0% | +29.5% |
| All | +47.9% | +46.7% | +1.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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