+103.5%
XBI vs APD
+6.4%
+97.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.4% |
| 7D | -3.6% | -4.6% | +1.0% | -2.7% |
| 30D | +0.9% | -4.2% | +5.1% | +1.7% |
| 3M | +21.4% | +5.0% | +16.5% | +19.9% |
| 6M | +25.5% | +8.9% | +16.6% | +22.6% |
| YTD | +30.8% | +21.9% | +8.9% | +24.0% |
| 1Y | +68.6% | +5.6% | +63.0% | +65.7% |
| All | +103.5% | +6.4% | +97.0% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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