+208.9%
XHB vs WTW
+198.0%
+10.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -4.6% | -5.7% | +1.1% | -1.9% |
| 30D | -9.1% | -7.3% | -1.9% | -5.9% |
| 3M | -8.6% | +21.5% | -30.0% | -17.5% |
| 6M | -4.0% | +9.6% | -13.7% | -9.8% |
| YTD | -3.9% | -3.3% | -0.7% | -4.6% |
| 1Y | -16.5% | -6.1% | -10.3% | -15.9% |
| 3Y | +22.6% | +61.8% | -39.3% | -11.8% |
| 5Y | +33.9% | +42.7% | -8.7% | +2.5% |
| All | +208.9% | +198.0% | +10.8% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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