+926.8%
XBI vs HON
+782.8%
+144.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -0.7% |
| 7D | -3.6% | -0.6% | -3.1% | -3.3% |
| 30D | +0.9% | -15.4% | +16.2% | +10.3% |
| 3M | +21.4% | -9.1% | +30.6% | +26.5% |
| 6M | +25.5% | -17.1% | +42.6% | +37.2% |
| YTD | +30.8% | +1.5% | +29.3% | +27.0% |
| 1Y | +68.6% | -1.3% | +69.9% | +65.5% |
| 3Y | +103.9% | +19.5% | +84.4% | +76.9% |
| 5Y | +20.8% | +3.1% | +17.7% | +13.5% |
| 10Y | +164.0% | +138.4% | +25.6% | +47.1% |
| All | +926.8% | +782.8% | +144.0% | +153.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 all: compounded portfolio wealth divided by compounded HON 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…
all analysis · Full analysis span regression · 6 months rolling