+125.2%
XBI vs ALL
+117.7%
+7.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -1.1% | +5.0% | -6.1% | -1.2% |
| 30D | +2.6% | +13.3% | -10.7% | +2.1% |
| 3M | -4.0% | +3.2% | -7.2% | -4.0% |
| 6M | +10.9% | +25.3% | -14.4% | +9.0% |
| YTD | +23.6% | +30.5% | -6.9% | +20.7% |
| 1Y | +35.1% | +29.2% | +5.9% | +32.1% |
| 3Y | +125.2% | +119.1% | +6.1% | +116.9% |
| All | +125.2% | +117.7% | +7.4% | +116.9% |
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