+910.3%
XBI vs AGI
+436.2%
+474.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | -1.4% |
| 7D | -4.6% | -5.3% | +0.7% | -4.2% |
| 30D | -0.8% | +6.8% | -7.5% | -1.3% |
| 3M | +21.8% | +8.3% | +13.5% | +20.9% |
| 6M | +23.2% | -29.2% | +52.4% | +25.7% |
| YTD | +28.7% | -7.3% | +36.0% | +28.6% |
| 1Y | +67.8% | +8.0% | +59.7% | +65.6% |
| 3Y | +100.6% | +206.6% | -105.9% | +83.6% |
| 5Y | +19.8% | +398.1% | -378.3% | +5.8% |
| 10Y | +159.7% | +384.0% | -224.2% | +122.9% |
| All | +910.3% | +436.2% | +474.0% | +655.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling