+1,611.9%
BE vs XBI
+99.8%
+1,512.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -2.5% |
| 7D | +9.7% | -4.6% | +14.3% | +14.5% |
| 30D | +22.4% | -0.8% | +23.2% | +22.6% |
| 3M | +10.4% | +21.8% | -11.5% | -7.8% |
| 6M | +67.9% | +23.2% | +44.7% | +39.1% |
| YTD | +197.5% | +28.7% | +168.8% | +137.9% |
| 1Y | +310.6% | +67.8% | +242.8% | +164.5% |
| All | +1,611.9% | +99.8% | +1,512.1% | +752.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling