+910.3%
XBI vs XHB
+157.1%
+753.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.4% |
| 7D | -4.6% | -5.2% | +0.6% | -1.9% |
| 30D | -0.8% | -12.1% | +11.3% | +6.0% |
| 3M | +21.8% | -6.2% | +28.0% | +25.2% |
| 6M | +23.2% | -6.7% | +29.9% | +26.6% |
| YTD | +28.7% | -5.5% | +34.2% | +30.6% |
| 1Y | +67.8% | -15.6% | +83.4% | +80.0% |
| 3Y | +100.6% | +22.0% | +78.7% | +74.9% |
| 5Y | +19.8% | +31.8% | -12.0% | -0.1% |
| 10Y | +159.7% | +208.1% | -48.3% | +39.6% |
| All | +910.3% | +157.1% | +753.2% | +380.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling