+241.2%
XHB vs BUD
-2.2%
+243.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -3.1% |
| 7D | +1.2% | +6.0% | -4.9% | -1.3% |
| 30D | +8.9% | +11.3% | -2.4% | +3.9% |
| 3M | -4.2% | +3.6% | -7.7% | -5.8% |
| 6M | +1.4% | +7.7% | -6.4% | -2.2% |
| YTD | +1.2% | +36.4% | -35.1% | -11.9% |
| 1Y | -1.3% | +37.8% | -39.1% | -14.5% |
| 3Y | +36.6% | +51.2% | -14.7% | +11.3% |
| 5Y | +34.3% | +53.4% | -19.1% | +6.8% |
| All | +241.2% | -2.2% | +243.4% | +174.3% |
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