+35.1%
XBI vs ADVB
-72.7%
+107.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -23.6% | +23.1% | -0.5% |
| 7D | -1.1% | +27.8% | -28.9% | -1.1% |
| 30D | +2.6% | -50.8% | +53.4% | +2.4% |
| 3M | -4.0% | -70.5% | +66.5% | -4.4% |
| 6M | +10.9% | -46.7% | +57.7% | +10.3% |
| YTD | +23.6% | -56.7% | +80.3% | +23.0% |
| 1Y | +35.1% | -71.8% | +106.9% | +38.8% |
| All | +35.1% | -72.7% | +107.8% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling