+204.0%
XHB vs IBN
+316.4%
-112.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -2.1% |
| 7D | -5.2% | -5.5% | +0.2% | -3.4% |
| 30D | -12.1% | -3.4% | -8.7% | -11.2% |
| 3M | -6.2% | +8.7% | -14.9% | -8.8% |
| 6M | -6.7% | +3.7% | -10.4% | -7.9% |
| YTD | -5.5% | -2.4% | -3.1% | -4.9% |
| 1Y | -15.6% | -8.1% | -7.6% | -13.7% |
| 3Y | +22.0% | +26.3% | -4.3% | +11.2% |
| 5Y | +31.8% | +54.9% | -23.1% | +11.9% |
| All | +204.0% | +316.4% | -112.4% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling