+614.6%
XHB vs URA
-49.7%
+664.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.5% | -0.5% |
| 7D | -4.1% | +2.9% | -7.0% | -5.0% |
| 30D | +9.6% | -10.8% | +20.4% | +13.0% |
| 3M | -6.0% | -25.5% | +19.5% | +1.9% |
| 6M | +2.2% | -41.2% | +43.4% | +18.0% |
| YTD | +1.1% | -21.3% | +22.4% | +5.2% |
| 1Y | -1.7% | -25.7% | +24.0% | +3.5% |
| 3Y | +36.5% | +43.1% | -6.6% | +9.7% |
| 5Y | +33.5% | +35.6% | -2.1% | +4.7% |
| 10Y | +240.9% | +281.3% | -40.4% | +64.5% |
| All | +614.6% | -49.7% | +664.2% | +529.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling