+37.3%
XHB vs URA
+36.0%
+1.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.4% | -5.9% | -2.2% |
| 7D | +1.3% | -4.1% | +5.4% | +2.0% |
| 30D | +7.8% | -19.0% | +26.8% | +11.5% |
| 3M | -5.5% | -25.1% | +19.7% | -1.0% |
| 6M | -2.6% | -44.5% | +41.9% | +6.5% |
| YTD | +0.4% | -24.3% | +24.7% | +4.0% |
| 1Y | -1.0% | -28.1% | +27.1% | +3.1% |
| 3Y | +37.3% | +40.7% | -3.4% | +21.0% |
| All | +37.3% | +36.0% | +1.3% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling