+917.3%
XHB vs BUD
+201.1%
+716.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -1.3% | +0.3% | -1.6% | -1.4% |
| 30D | -6.9% | -5.7% | -1.2% | -4.4% |
| 3M | -1.3% | +3.1% | -4.4% | -2.9% |
| 6M | -6.8% | +7.9% | -14.7% | -10.5% |
| YTD | +0.7% | +27.3% | -26.6% | -10.6% |
| 1Y | -11.2% | +37.8% | -49.1% | -24.2% |
| 3Y | +25.3% | +49.8% | -24.5% | +0.3% |
| 5Y | +37.3% | +43.8% | -6.5% | +9.9% |
| 10Y | +211.5% | -22.6% | +234.2% | +209.7% |
| All | +917.3% | +201.1% | +716.2% | +322.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling