+179.2%
XHB vs FND
+56.5%
+122.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | -4.6% | -5.8% | +1.1% | -2.3% |
| 30D | -9.1% | -20.2% | +11.1% | -0.4% |
| 3M | -8.6% | -12.0% | +3.4% | -4.3% |
| 6M | -4.0% | -18.5% | +14.5% | +2.8% |
| YTD | -3.9% | -22.3% | +18.3% | +4.4% |
| 1Y | -16.5% | -47.6% | +31.2% | +6.0% |
| 3Y | +22.6% | -49.8% | +72.3% | +53.0% |
| 5Y | +33.9% | -63.0% | +96.9% | +77.8% |
| All | +179.2% | +56.5% | +122.7% | +134.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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