+365.7%
ALAB vs XBI
+74.3%
+291.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.1% | -5.8% | -5.9% |
| 7D | +3.2% | -0.9% | +4.1% | +4.0% |
| 30D | -13.6% | +2.9% | -16.5% | -16.6% |
| 3M | -16.6% | +26.2% | -42.8% | -32.9% |
| 6M | +142.3% | +30.7% | +111.6% | +88.4% |
| YTD | +73.6% | +32.9% | +40.7% | +33.8% |
| 1Y | +33.7% | +72.3% | -38.6% | -16.6% |
| All | +365.7% | +74.3% | +291.4% | +168.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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