+208.9%
XHB vs FLR
+19.7%
+189.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.4% |
| 7D | -4.6% | -3.5% | -1.1% | -4.0% |
| 30D | -9.1% | +4.2% | -13.3% | -9.9% |
| 3M | -8.6% | +8.1% | -16.6% | -10.4% |
| 6M | -4.0% | +21.5% | -25.6% | -8.5% |
| YTD | -3.9% | +36.8% | -40.7% | -10.7% |
| 1Y | -16.5% | +31.2% | -47.7% | -22.1% |
| 3Y | +22.6% | +53.9% | -31.3% | +7.0% |
| 5Y | +33.9% | +243.0% | -209.1% | -1.3% |
| All | +208.9% | +19.7% | +189.1% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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