+360.5%
BE vs XBI
+75.8%
+284.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +7.7% |
| 7D | +20.0% | +0.9% | +19.1% | +18.7% |
| 30D | +7.9% | +7.1% | +0.9% | -1.2% |
| 3M | -13.2% | +22.9% | -36.1% | -30.7% |
| 6M | +53.5% | +29.7% | +23.8% | +14.8% |
| YTD | +191.0% | +34.5% | +156.5% | +109.9% |
| 1Y | +360.5% | +76.1% | +284.5% | +189.3% |
| All | +360.5% | +75.8% | +284.7% | +189.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling