+40.8%
XHB vs IBB
+22.6%
+18.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.8% | +1.6% |
| 7D | -1.3% | +1.4% | -2.7% | -2.3% |
| 30D | -6.9% | +10.5% | -17.4% | -13.7% |
| 3M | -1.3% | +23.6% | -24.9% | -15.9% |
| 6M | -6.8% | +22.6% | -29.4% | -20.3% |
| YTD | +0.7% | +25.7% | -24.9% | -15.9% |
| 1Y | -11.2% | +51.4% | -62.6% | -36.0% |
| 3Y | +25.3% | +64.4% | -39.0% | -15.8% |
| All | +40.8% | +22.6% | +18.1% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling