+248.9%
XHG vs SPY
+21.3%
+227.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +0.7% |
| 7D | -9.7% | +0.3% | -10.0% | -10.3% |
| 30D | +260.3% | +0.2% | +260.1% | +262.5% |
| 3M | +243.0% | +2.8% | +240.2% | +233.5% |
| 6M | +309.8% | +14.3% | +295.5% | +241.1% |
| YTD | +302.6% | +14.0% | +288.6% | +232.8% |
| All | +248.9% | +21.3% | +227.6% | +211.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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 · 6 months rolling