+103.5%
XBI vs ALL
+151.8%
-48.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.6% | -2.2% | -1.4% | -3.5% |
| 30D | +0.9% | -5.6% | +6.4% | +1.3% |
| 3M | +21.4% | +17.2% | +4.2% | +19.2% |
| 6M | +25.5% | +23.2% | +2.3% | +22.3% |
| YTD | +30.8% | +23.6% | +7.2% | +27.2% |
| 1Y | +68.6% | +29.2% | +39.4% | +62.4% |
| All | +103.5% | +151.8% | -48.4% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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