+456.9%
XHB vs INDA
+111.6%
+345.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -1.5% |
| 7D | +0.2% | -1.0% | +1.2% | +0.8% |
| 30D | -9.1% | -2.5% | -6.5% | -7.7% |
| 3M | -2.3% | +4.0% | -6.3% | -4.4% |
| 6M | -4.1% | -1.8% | -2.3% | -3.0% |
| YTD | -1.7% | -9.2% | +7.5% | +3.8% |
| 1Y | -15.1% | -7.2% | -7.9% | -11.6% |
| 3Y | +26.8% | +9.8% | +17.0% | +19.9% |
| 5Y | +37.3% | +7.5% | +29.8% | +31.7% |
| 10Y | +205.7% | +80.8% | +124.9% | +118.0% |
| All | +456.9% | +111.6% | +345.3% | +256.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling