+208.9%
XHB vs MDY
+177.2%
+31.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.7% |
| 7D | -4.6% | -1.9% | -2.8% | -2.6% |
| 30D | -9.1% | -4.6% | -4.5% | -4.2% |
| 3M | -8.6% | -1.2% | -7.3% | -7.1% |
| 6M | -4.0% | +9.2% | -13.2% | -12.2% |
| YTD | -3.9% | +13.1% | -17.0% | -15.4% |
| 1Y | -16.5% | +13.0% | -29.5% | -26.4% |
| 3Y | +22.6% | +49.2% | -26.6% | -19.3% |
| 5Y | +33.9% | +47.2% | -13.3% | -9.5% |
| All | +208.9% | +177.2% | +31.7% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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