+1,021.5%
XHB vs HBM
+456.2%
+565.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +1.0% |
| 7D | -0.2% | +2.2% | -2.5% | -0.7% |
| 30D | +9.9% | -11.8% | +21.7% | +12.3% |
| 3M | -6.3% | -19.2% | +12.9% | -3.0% |
| 6M | +3.8% | -22.9% | +26.7% | +7.1% |
| YTD | +0.1% | +7.8% | -7.7% | -4.4% |
| 1Y | -0.8% | +34.9% | -35.7% | -9.5% |
| 3Y | +35.6% | +422.2% | -386.6% | -8.7% |
| 5Y | +29.6% | +192.8% | -163.3% | -7.2% |
| 10Y | +237.5% | +281.1% | -43.6% | +92.2% |
| All | +1,021.5% | +456.2% | +565.3% | +310.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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