+29.4%
XHB vs IBB
+68.6%
-39.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.5% |
| 7D | -1.3% | +1.4% | -2.7% | -2.3% |
| 30D | -6.9% | +10.5% | -17.4% | -13.4% |
| 3M | -1.3% | +23.6% | -24.9% | -15.3% |
| 6M | -6.8% | +22.6% | -29.4% | -19.7% |
| YTD | +0.7% | +25.7% | -24.9% | -15.3% |
| 1Y | -11.2% | +51.4% | -62.6% | -35.5% |
| All | +29.4% | +68.6% | -39.2% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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