+251.7%
XHB vs UUUU
-92.0%
+343.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.5% |
| 7D | -1.9% | +1.8% | -3.7% | -2.0% |
| 30D | -8.3% | +1.8% | -10.1% | -8.5% |
| 3M | -7.1% | +1.3% | -8.4% | -7.5% |
| 6M | -5.3% | -26.8% | +21.5% | -3.9% |
| YTD | -3.2% | +0.1% | -3.3% | -4.9% |
| 1Y | -13.9% | +11.2% | -25.1% | -17.0% |
| 3Y | +24.9% | +97.7% | -72.8% | +12.0% |
| 5Y | +34.5% | +127.3% | -92.8% | +16.3% |
| 10Y | +215.5% | +532.6% | -317.2% | +136.8% |
| All | +251.7% | -92.0% | +343.6% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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