+259.3%
XHB vs RACE
+738.3%
-479.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.3% |
| 7D | +1.3% | +3.9% | -2.6% | -0.5% |
| 30D | +11.8% | +7.4% | +4.4% | +8.1% |
| 3M | -3.8% | +1.6% | -5.4% | -4.7% |
| 6M | +4.1% | +23.3% | -19.2% | -6.5% |
| YTD | +4.0% | +14.7% | -10.7% | -3.9% |
| 1Y | +1.6% | +2.5% | -1.0% | -1.0% |
| 3Y | +43.2% | +28.0% | +15.2% | +18.2% |
| 5Y | +35.8% | +69.8% | -34.0% | -5.6% |
| 10Y | +259.3% | +734.9% | -475.6% | +45.9% |
| All | +259.3% | +738.3% | -479.0% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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