+64.0%
XBI vs BBAI
-39.3%
+103.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.6% |
| 7D | -4.6% | -1.7% | -2.9% | -4.4% |
| 30D | -2.0% | -12.0% | +10.0% | -0.5% |
| 3M | +17.8% | -30.7% | +48.5% | +22.2% |
| 6M | +23.7% | -30.7% | +54.4% | +26.9% |
| YTD | +28.2% | -46.9% | +75.1% | +33.2% |
| 1Y | +64.0% | -41.1% | +105.0% | +74.1% |
| All | +64.0% | -39.3% | +103.3% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 1y: compounded portfolio wealth divided by compounded BBAI 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…
1y analysis · Full analysis span regression · 6 months rolling