+99.4%
XBI vs XHB
+23.1%
+76.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.2% |
| 7D | -4.6% | -4.6% | 0.0% | -2.5% |
| 30D | -2.0% | -9.1% | +7.1% | +2.5% |
| 3M | +17.8% | -8.6% | +26.3% | +22.2% |
| 6M | +23.7% | -4.0% | +27.7% | +24.8% |
| YTD | +28.2% | -3.9% | +32.2% | +28.2% |
| 1Y | +64.0% | -16.5% | +80.4% | +76.6% |
| 3Y | +99.4% | +22.6% | +76.8% | +49.8% |
| All | +99.4% | +23.1% | +76.3% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling