+208.9%
XHB vs TRU
+147.2%
+61.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | -4.6% | -2.7% | -1.9% | -3.4% |
| 30D | -9.1% | -2.0% | -7.1% | -8.5% |
| 3M | -8.6% | +18.4% | -27.0% | -16.3% |
| 6M | -4.0% | +8.9% | -12.9% | -9.3% |
| YTD | -3.9% | -8.9% | +5.0% | -2.7% |
| 1Y | -16.5% | -15.9% | -0.6% | -12.7% |
| 3Y | +22.6% | -1.1% | +23.7% | +11.4% |
| 5Y | +33.9% | -35.2% | +69.1% | +49.4% |
| All | +208.9% | +147.2% | +61.7% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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