+63.9%
META vs XBI
+21.9%
+42.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.1% |
| 7D | +6.0% | -0.9% | +6.9% | +6.5% |
| 30D | +3.6% | +2.9% | +0.7% | +1.7% |
| 3M | +4.9% | +26.2% | -21.3% | -8.6% |
| 6M | -4.7% | +30.7% | -35.4% | -18.8% |
| YTD | -6.9% | +32.9% | -39.8% | -21.7% |
| 1Y | -18.2% | +72.3% | -90.5% | -40.9% |
| 3Y | +107.8% | +107.2% | +0.6% | +29.1% |
| 5Y | +63.9% | +23.2% | +40.7% | +24.3% |
| All | +63.9% | +21.9% | +42.0% | +24.3% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling