+46.3%
XBI vs JHX
+58.3%
-12.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.3% | -5.6% | +0.8% |
| 7D | +1.0% | +13.3% | -12.3% | -2.0% |
| 30D | +1.9% | +17.1% | -15.3% | -1.9% |
| 3M | +4.8% | +4.1% | +0.7% | +3.4% |
| 6M | +19.3% | +48.5% | -29.2% | +7.3% |
| YTD | +30.6% | +42.3% | -11.7% | +16.9% |
| All | +46.3% | +58.3% | -12.0% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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