+926.8%
XBI vs HRB
+297.4%
+629.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -1.2% |
| 7D | -3.6% | -10.6% | +7.0% | -0.9% |
| 30D | +0.9% | -0.8% | +1.7% | +0.5% |
| 3M | +21.4% | +19.1% | +2.4% | +14.7% |
| 6M | +25.5% | +48.7% | -23.2% | +9.9% |
| YTD | +30.8% | +7.1% | +23.7% | +24.7% |
| 1Y | +68.6% | -8.3% | +76.9% | +67.3% |
| 3Y | +103.9% | +25.8% | +78.1% | +80.6% |
| 5Y | +20.8% | +111.1% | -90.3% | -10.4% |
| 10Y | +164.0% | +206.6% | -42.6% | +56.4% |
| All | +926.8% | +297.4% | +629.4% | +391.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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