+906.3%
XBI vs JHX
+566.7%
+339.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | -4.6% | -6.3% | +1.7% | -3.1% |
| 30D | -2.0% | -7.7% | +5.7% | -0.1% |
| 3M | +17.8% | +19.2% | -1.4% | +12.2% |
| 6M | +23.7% | +38.3% | -14.6% | +12.9% |
| YTD | +28.2% | +37.2% | -9.0% | +16.8% |
| 1Y | +64.0% | +42.3% | +21.7% | +47.1% |
| 3Y | +99.4% | -4.4% | +103.8% | +85.7% |
| 5Y | +19.3% | -26.4% | +45.7% | +16.4% |
| 10Y | +158.7% | +106.3% | +52.5% | +85.5% |
| All | +906.3% | +566.7% | +339.6% | +360.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling