+204.0%
XHB vs ARWR
+1,080.6%
-876.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -5.2% | -4.3% | -0.9% | -4.7% |
| 30D | -12.1% | -7.3% | -4.9% | -11.3% |
| 3M | -6.2% | +17.0% | -23.2% | -8.5% |
| 6M | -6.7% | +39.8% | -46.5% | -11.3% |
| YTD | -5.5% | +24.7% | -30.1% | -9.0% |
| 1Y | -15.6% | +186.5% | -202.1% | -27.8% |
| 3Y | +22.0% | +176.8% | -154.8% | -0.4% |
| 5Y | +31.8% | +29.3% | +2.5% | +13.3% |
| All | +204.0% | +1,080.6% | -876.6% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling