+380.8%
XBI vs ALM
+8,394.4%
-8,013.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +8.8% | -10.0% | -1.2% |
| 7D | -0.9% | +8.4% | -9.3% | -0.9% |
| 30D | +2.9% | +34.8% | -31.9% | +2.7% |
| 3M | +26.2% | +16.2% | +10.0% | +26.1% |
| 6M | +30.7% | +2.1% | +28.6% | +30.6% |
| YTD | +32.9% | +117.0% | -84.1% | +32.3% |
| 1Y | +72.3% | +313.9% | -241.6% | +70.9% |
| 3Y | +107.2% | +2,327.9% | -2,220.7% | +103.7% |
| 5Y | +23.2% | +1,040.6% | -1,017.5% | +21.3% |
| 10Y | +158.5% | +3,219.4% | -3,060.9% | +152.8% |
| All | +380.8% | +8,394.4% | -8,013.5% | +362.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ALM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling