+36.6%
XHB vs BUD
+51.6%
-15.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -3.1% |
| 7D | +1.2% | +6.0% | -4.9% | -1.0% |
| 30D | +8.9% | +11.3% | -2.4% | +4.7% |
| 3M | -4.2% | +3.6% | -7.7% | -5.6% |
| 6M | +1.4% | +7.7% | -6.4% | -1.8% |
| YTD | +1.2% | +36.4% | -35.1% | -9.5% |
| 1Y | -1.3% | +37.8% | -39.1% | -12.1% |
| 3Y | +36.6% | +51.2% | -14.7% | +10.9% |
| All | +36.6% | +51.6% | -15.1% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling