-9.1%
XHB vs XE
-50.4%
+41.3%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.7% | +7.3% | +1.8% |
| 7D | -4.6% | -15.7% | +11.1% | -4.0% |
| 30D | -9.1% | -26.6% | +17.5% | -8.0% |
| 3M | -8.6% | -20.3% | +11.7% | -7.9% |
| All | -9.1% | -50.4% | +41.3% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 XE 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 · Available span rolling