+208.9%
XHB vs BRKR
+155.3%
+53.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.6% | -8.7% | +4.0% | -1.7% |
| 30D | -9.1% | -9.9% | +0.7% | -6.1% |
| 3M | -8.6% | -3.1% | -5.5% | -10.0% |
| 6M | -4.0% | +45.5% | -49.5% | -20.2% |
| YTD | -3.9% | +13.7% | -17.6% | -13.3% |
| 1Y | -16.5% | +67.4% | -83.9% | -35.9% |
| 3Y | +22.6% | -13.2% | +35.8% | +14.1% |
| 5Y | +33.9% | -39.5% | +73.4% | +41.5% |
| All | +208.9% | +155.3% | +53.5% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling