+86.9%
XBI vs ADVB
-88.8%
+175.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -1.1% |
| 7D | -0.9% | -14.0% | +13.1% | -0.7% |
| 30D | +2.9% | +41.0% | -38.1% | +2.4% |
| 3M | +26.2% | +127.9% | -101.7% | +22.5% |
| 6M | +30.7% | +101.3% | -70.6% | +25.7% |
| YTD | +32.9% | +53.8% | -20.8% | +29.1% |
| 1Y | +72.3% | +4.4% | +67.8% | +68.8% |
| All | +86.9% | -88.8% | +175.7% | +119.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling