+1,028.1%
XHB vs HBM
+613.3%
+414.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.1% |
| 7D | -1.3% | -6.4% | +5.1% | -0.1% |
| 30D | -6.9% | +5.9% | -12.8% | -8.1% |
| 3M | -1.3% | -8.9% | +7.6% | -0.7% |
| 6M | -6.8% | +10.7% | -17.5% | -10.3% |
| YTD | +0.7% | +38.3% | -37.5% | -7.9% |
| 1Y | -11.2% | +121.3% | -132.6% | -26.5% |
| 3Y | +25.3% | +450.6% | -425.3% | -16.3% |
| 5Y | +37.3% | +338.0% | -300.7% | -8.9% |
| 10Y | +211.5% | +578.6% | -367.1% | +58.6% |
| All | +1,028.1% | +613.3% | +414.8% | +296.0% |
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