+93.9%
XBI vs USHY
+49.7%
+44.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.5% |
| 7D | -4.6% | -0.7% | -3.9% | -3.1% |
| 30D | -0.8% | -0.5% | -0.2% | +0.4% |
| 3M | +21.8% | +0.5% | +21.3% | +20.6% |
| 6M | +23.2% | +1.5% | +21.7% | +19.9% |
| YTD | +28.7% | +1.7% | +27.0% | +24.8% |
| 1Y | +67.8% | +3.5% | +64.2% | +56.9% |
| 3Y | +100.6% | +27.2% | +73.5% | +25.5% |
| 5Y | +19.8% | +21.0% | -1.2% | -15.4% |
| All | +93.9% | +49.7% | +44.2% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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