+205.7%
XHB vs ALLE
+148.2%
+57.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.7% | -1.9% |
| 7D | +0.2% | +2.8% | -2.6% | -1.7% |
| 30D | -9.1% | -7.6% | -1.4% | -3.8% |
| 3M | -2.3% | +22.8% | -25.1% | -15.9% |
| 6M | -4.1% | +4.6% | -8.7% | -7.7% |
| YTD | -1.7% | -1.2% | -0.5% | -2.1% |
| 1Y | -15.1% | -9.1% | -6.0% | -10.3% |
| 3Y | +26.8% | +50.0% | -23.2% | -6.5% |
| 5Y | +37.3% | +15.2% | +22.1% | +19.2% |
| 10Y | +205.7% | +151.1% | +54.6% | +63.1% |
| All | +205.7% | +148.2% | +57.4% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling