+99.4%
XBI vs AU
+577.5%
-478.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -4.6% | -4.3% | -0.4% | -4.1% |
| 30D | -2.0% | +7.3% | -9.3% | -3.0% |
| 3M | +17.8% | +26.3% | -8.5% | +13.8% |
| 6M | +23.7% | +1.8% | +22.0% | +22.0% |
| YTD | +28.2% | +26.8% | +1.4% | +23.1% |
| 1Y | +64.0% | +66.7% | -2.7% | +52.5% |
| 3Y | +99.4% | +579.1% | -479.7% | +50.2% |
| All | +99.4% | +577.5% | -478.1% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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