+204.0%
XHB vs BUD
-22.8%
+226.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -5.2% | -3.2% | -2.0% | -3.9% |
| 30D | -12.1% | -3.7% | -8.5% | -10.7% |
| 3M | -6.2% | -4.4% | -1.8% | -4.6% |
| 6M | -6.7% | +7.7% | -14.4% | -10.0% |
| YTD | -5.5% | +23.1% | -28.5% | -13.8% |
| 1Y | -15.6% | +33.6% | -49.3% | -25.8% |
| 3Y | +22.0% | +44.7% | -22.7% | +1.5% |
| 5Y | +31.8% | +44.9% | -13.1% | +7.7% |
| All | +204.0% | -22.8% | +226.8% | +156.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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