+943.2%
XBI vs ALL
+704.4%
+238.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.2% | -0.3% |
| 7D | -0.9% | -1.7% | +0.8% | -0.3% |
| 30D | +2.9% | -4.7% | +7.6% | +4.5% |
| 3M | +26.2% | +18.4% | +7.8% | +18.1% |
| 6M | +30.7% | +20.5% | +10.2% | +21.1% |
| YTD | +32.9% | +23.5% | +9.4% | +21.5% |
| 1Y | +72.3% | +29.0% | +43.3% | +54.6% |
| 3Y | +107.2% | +153.7% | -46.5% | +41.2% |
| 5Y | +23.2% | +114.8% | -91.6% | -12.6% |
| 10Y | +158.5% | +356.1% | -197.6% | +34.6% |
| All | +943.2% | +704.4% | +238.8% | +292.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling