+178.7%
XHB vs HIG
+169.7%
+9.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.1% | +1.3% |
| 7D | -1.3% | +0.3% | -1.6% | -1.4% |
| 30D | -6.9% | -3.2% | -3.7% | -6.1% |
| 3M | -1.3% | +9.1% | -10.4% | -3.8% |
| 6M | -6.8% | -1.8% | -5.0% | -6.6% |
| YTD | +0.7% | +1.8% | -1.0% | -0.1% |
| 1Y | -11.2% | +4.6% | -15.8% | -12.6% |
| 3Y | +25.3% | +101.6% | -76.3% | +3.4% |
| 5Y | +37.3% | +124.5% | -87.2% | +10.1% |
| 10Y | +211.5% | +317.8% | -106.3% | +109.2% |
| All | +178.7% | +169.7% | +9.0% | +134.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling