+943.2%
XBI vs ADP
+1,183.8%
-240.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.3% | +0.9% |
| 7D | -0.9% | -5.5% | +4.6% | +2.4% |
| 30D | +2.9% | -1.2% | +4.1% | +3.4% |
| 3M | +26.2% | +17.9% | +8.3% | +12.8% |
| 6M | +30.7% | +20.3% | +10.4% | +13.8% |
| YTD | +32.9% | +5.8% | +27.1% | +24.5% |
| 1Y | +72.3% | -7.7% | +80.0% | +75.4% |
| 3Y | +107.2% | +14.7% | +92.5% | +80.4% |
| 5Y | +23.2% | +45.8% | -22.6% | -8.6% |
| 10Y | +158.5% | +270.5% | -112.0% | -4.6% |
| All | +943.2% | +1,183.8% | -240.6% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ADP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling