+83.5%
XHB vs JAAA
+29.4%
+54.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -4.6% | +0.1% | -4.7% | -4.8% |
| 30D | -9.1% | +0.5% | -9.7% | -10.0% |
| 3M | -8.6% | +1.3% | -9.8% | -10.5% |
| 6M | -4.0% | +2.8% | -6.8% | -8.5% |
| YTD | -3.9% | +3.3% | -7.2% | -9.1% |
| 1Y | -16.5% | +4.9% | -21.4% | -22.9% |
| 3Y | +22.6% | +19.0% | +3.6% | -0.9% |
| 5Y | +33.9% | +26.9% | +7.0% | -0.4% |
| All | +83.5% | +29.4% | +54.1% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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