+81.0%
XBI vs ADVB
-88.9%
+169.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.1% | -5.7% | -1.6% |
| 7D | -4.6% | -5.9% | +1.3% | -4.5% |
| 30D | -0.8% | +13.9% | -14.7% | -1.0% |
| 3M | +21.8% | +127.3% | -105.5% | +18.2% |
| 6M | +23.2% | +77.0% | -53.8% | +19.1% |
| YTD | +28.7% | +51.5% | -22.8% | +25.0% |
| 1Y | +67.8% | -11.3% | +79.1% | +65.9% |
| All | +81.0% | -88.9% | +169.9% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ADVB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling