+67.8%
XBI vs HST
+37.1%
+30.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.7% |
| 7D | -4.6% | +0.7% | -5.3% | -4.7% |
| 30D | -0.8% | -0.7% | -0.1% | -0.7% |
| 3M | +21.8% | -4.0% | +25.8% | +22.0% |
| 6M | +23.2% | +20.7% | +2.5% | +16.8% |
| YTD | +28.7% | +31.0% | -2.3% | +21.2% |
| 1Y | +67.8% | +36.2% | +31.5% | +59.1% |
| All | +67.8% | +37.1% | +30.7% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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