+74.6%
BA vs XBI
+158.9%
-84.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.3% |
| 7D | -1.2% | -3.6% | +2.4% | +0.7% |
| 30D | -11.3% | +0.9% | -12.2% | -11.9% |
| 3M | -3.8% | +21.4% | -25.2% | -13.2% |
| 6M | -8.3% | +25.5% | -33.8% | -18.7% |
| YTD | -4.9% | +30.8% | -35.8% | -17.9% |
| 1Y | -10.1% | +68.6% | -78.6% | -32.2% |
| 3Y | -2.3% | +103.9% | -106.2% | -35.1% |
| 5Y | -3.5% | +20.8% | -24.3% | -18.6% |
| 10Y | +74.6% | +164.0% | -89.4% | +3.0% |
| All | +74.6% | +158.9% | -84.4% | +3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling