+35.6%
XHB vs HIG
+96.1%
-60.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.6% |
| 7D | -0.2% | +2.6% | -2.8% | -1.2% |
| 30D | +9.9% | +4.2% | +5.8% | +8.3% |
| 3M | -6.3% | +0.2% | -6.5% | -6.4% |
| 6M | +3.8% | +4.6% | -0.8% | +1.4% |
| YTD | +0.1% | +1.1% | -1.0% | -0.8% |
| 1Y | -0.8% | +4.7% | -5.5% | -3.2% |
| 3Y | +35.6% | +95.5% | -59.9% | +15.9% |
| All | +35.6% | +96.1% | -60.5% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling