+20.8%
XBI vs HST
+75.9%
-55.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | -3.6% | -0.3% | -3.3% | -3.5% |
| 30D | +0.9% | -2.8% | +3.6% | +2.1% |
| 3M | +21.4% | -6.5% | +27.9% | +24.6% |
| 6M | +25.5% | +20.7% | +4.8% | +13.9% |
| YTD | +30.8% | +30.5% | +0.4% | +13.9% |
| 1Y | +68.6% | +36.8% | +31.8% | +42.7% |
| 3Y | +103.9% | +65.9% | +38.0% | +54.2% |
| 5Y | +20.8% | +73.9% | -53.1% | -10.7% |
| All | +20.8% | +75.9% | -55.1% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling