+208.9%
XHB vs MKTX
+5.0%
+203.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | -9.1% | +0.7% | -9.9% | -9.3% |
| 3M | -8.6% | +40.8% | -49.4% | -17.0% |
| 6M | -4.0% | -8.0% | +4.0% | -2.9% |
| YTD | -3.9% | -8.7% | +4.8% | -2.8% |
| 1Y | -16.5% | -11.8% | -4.6% | -14.9% |
| 3Y | +22.6% | -24.0% | +46.6% | +26.0% |
| 5Y | +33.9% | -60.3% | +94.3% | +61.7% |
| All | +208.9% | +5.0% | +203.8% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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