+869.9%
XBI vs ALL
+749.4%
+120.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.6% |
| 7D | -1.1% | +5.0% | -6.1% | -2.8% |
| 30D | +2.6% | +13.3% | -10.7% | -2.1% |
| 3M | -4.0% | +3.2% | -7.2% | -5.6% |
| 6M | +10.9% | +25.3% | -14.4% | +1.0% |
| YTD | +23.6% | +30.5% | -6.9% | +10.3% |
| 1Y | +35.1% | +29.2% | +5.9% | +20.9% |
| 3Y | +125.2% | +119.1% | +6.1% | +61.9% |
| 5Y | +19.7% | +162.6% | -142.9% | -21.5% |
| 10Y | +130.6% | +378.8% | -248.2% | +17.5% |
| All | +869.9% | +749.4% | +120.5% | +256.1% |
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 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