+298.1%
APP vs XBI
+19.4%
+278.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +4.3% |
| 7D | +4.6% | -1.1% | +5.7% | +5.6% |
| 30D | +56.0% | +2.6% | +53.5% | +50.5% |
| 3M | +30.8% | -4.0% | +34.9% | +32.6% |
| 6M | -9.8% | +10.9% | -20.7% | -21.1% |
| YTD | -39.3% | +23.6% | -62.9% | -52.3% |
| 1Y | -26.4% | +35.1% | -61.5% | -47.2% |
| 3Y | +887.9% | +125.2% | +762.7% | +300.7% |
| All | +298.1% | +19.4% | +278.7% | +202.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling