-13.9%
XHB vs URA
+18.3%
-32.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.3% |
| 7D | -1.9% | +5.7% | -7.6% | -2.8% |
| 30D | -8.3% | +5.6% | -13.9% | -9.2% |
| 3M | -7.1% | +6.2% | -13.4% | -8.3% |
| 6M | -5.3% | -8.2% | +3.0% | -5.1% |
| YTD | -3.2% | +9.7% | -12.9% | -3.5% |
| 1Y | -13.9% | +17.0% | -30.8% | -13.4% |
| All | -13.9% | +18.3% | -32.2% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling