+1,175.9%
IGV vs XBI
+905.2%
+270.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.2% |
| 7D | -5.4% | -4.6% | -0.8% | -3.1% |
| 30D | -2.6% | -0.8% | -1.8% | -2.6% |
| 3M | +10.5% | +21.8% | -11.3% | -0.9% |
| 6M | +18.2% | +23.2% | -5.0% | +4.7% |
| YTD | -4.2% | +28.7% | -33.0% | -17.4% |
| 1Y | -9.8% | +67.8% | -77.6% | -32.4% |
| 3Y | +39.1% | +100.6% | -61.5% | -7.7% |
| 5Y | +21.2% | +19.8% | +1.4% | +2.1% |
| 10Y | +361.5% | +159.7% | +201.8% | +144.7% |
| All | +1,175.9% | +905.2% | +270.7% | +129.1% |
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