+109.3%
XBI vs AXP
+114.8%
-5.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.1% |
| 7D | +0.9% | -2.1% | +3.0% | +1.7% |
| 30D | +7.1% | -6.5% | +13.6% | +9.9% |
| 3M | +22.9% | +4.6% | +18.3% | +20.2% |
| 6M | +29.7% | +5.4% | +24.3% | +26.5% |
| YTD | +34.5% | -11.1% | +45.6% | +39.5% |
| 1Y | +76.1% | -0.3% | +76.4% | +73.1% |
| All | +109.3% | +114.8% | -5.5% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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