+125.2%
XBI vs AG
+195.3%
-70.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.1% |
| 7D | -1.1% | -10.0% | +8.9% | +0.3% |
| 30D | +2.6% | -10.5% | +13.1% | +4.0% |
| 3M | -4.0% | -27.3% | +23.2% | -0.3% |
| 6M | +10.9% | -43.0% | +53.9% | +17.8% |
| YTD | +23.6% | -17.9% | +41.5% | +24.6% |
| 1Y | +35.1% | +11.9% | +23.2% | +31.0% |
| 3Y | +125.2% | +201.8% | -76.6% | +79.9% |
| All | +125.2% | +195.3% | -70.2% | +79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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