+150.7%
XBI vs ARWR
+1,080.6%
-929.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -4.6% | -4.3% | -0.3% | -3.6% |
| 30D | -0.8% | -7.3% | +6.5% | +1.0% |
| 3M | +21.8% | +17.0% | +4.8% | +16.6% |
| 6M | +23.2% | +39.8% | -16.6% | +12.7% |
| YTD | +28.7% | +24.7% | +4.1% | +20.4% |
| 1Y | +67.8% | +186.5% | -118.7% | +26.6% |
| 3Y | +100.6% | +176.8% | -76.1% | +40.5% |
| 5Y | +19.8% | +29.3% | -9.5% | -4.5% |
| All | +150.7% | +1,080.6% | -929.9% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling