+208.9%
XHB vs RGEN
+415.7%
-206.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -4.6% | -1.4% | -3.2% | -4.3% |
| 30D | -9.1% | -0.3% | -8.8% | -9.2% |
| 3M | -8.6% | +23.9% | -32.4% | -13.5% |
| 6M | -4.0% | +38.5% | -42.6% | -12.0% |
| YTD | -3.9% | +0.8% | -4.7% | -5.5% |
| 1Y | -16.5% | +38.2% | -54.7% | -24.0% |
| 3Y | +22.6% | +1.3% | +21.3% | +14.8% |
| 5Y | +33.9% | -44.0% | +78.0% | +35.1% |
| All | +208.9% | +415.7% | -206.8% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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