+205.7%
XHB vs RACE
+793.3%
-587.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.0% |
| 7D | +0.2% | -1.0% | +1.2% | +0.7% |
| 30D | -9.1% | -1.5% | -7.5% | -8.5% |
| 3M | -2.3% | +15.5% | -17.8% | -9.1% |
| 6M | -4.1% | +17.3% | -21.4% | -11.8% |
| YTD | -1.7% | +11.1% | -12.8% | -7.7% |
| 1Y | -15.1% | -14.3% | -0.8% | -10.5% |
| 3Y | +26.8% | +40.2% | -13.3% | -0.4% |
| 5Y | +37.3% | +92.6% | -55.2% | -10.2% |
| 10Y | +205.7% | +786.6% | -580.9% | +12.1% |
| All | +205.7% | +793.3% | -587.6% | +12.1% |
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