+208.9%
XHB vs INDA
+84.7%
+124.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.0% |
| 7D | -4.6% | -2.7% | -2.0% | -2.9% |
| 30D | -9.1% | -2.8% | -6.4% | -7.4% |
| 3M | -8.6% | +1.6% | -10.2% | -9.5% |
| 6M | -4.0% | -1.4% | -2.6% | -2.9% |
| YTD | -3.9% | -10.1% | +6.2% | +3.0% |
| 1Y | -16.5% | -8.8% | -7.7% | -11.5% |
| 3Y | +22.6% | +7.6% | +15.0% | +16.0% |
| 5Y | +33.9% | +5.8% | +28.2% | +28.2% |
| All | +208.9% | +84.7% | +124.2% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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