+99.4%
XBI vs AGI
+206.1%
-106.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.5% |
| 7D | -4.6% | -2.7% | -1.9% | -4.2% |
| 30D | -2.0% | +7.2% | -9.2% | -3.2% |
| 3M | +17.8% | +4.3% | +13.5% | +16.2% |
| 6M | +23.7% | -27.1% | +50.8% | +28.5% |
| YTD | +28.2% | -6.6% | +34.8% | +27.7% |
| 1Y | +64.0% | +9.5% | +54.4% | +58.7% |
| 3Y | +99.4% | +208.4% | -109.0% | +50.2% |
| All | +99.4% | +206.1% | -106.7% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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