+124.1%
XBI vs ARWR
+1,024.2%
-900.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.8% | -0.8% |
| 7D | -1.1% | -17.8% | +16.8% | +3.3% |
| 30D | +2.6% | -18.1% | +20.7% | +7.3% |
| 3M | -4.0% | -44.2% | +40.2% | +9.9% |
| 6M | +10.9% | -38.6% | +49.6% | +23.2% |
| YTD | +23.6% | -28.0% | +51.6% | +30.9% |
| 1Y | +35.1% | +16.1% | +19.0% | +25.3% |
| 3Y | +125.2% | +84.0% | +41.2% | +70.8% |
| 5Y | +19.7% | -35.4% | +55.1% | +10.8% |
| All | +124.1% | +1,024.2% | -900.2% | +23.0% |
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