+17.5%
XBI vs BBAI
-70.8%
+88.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.9% | -1.0% | +0.1% | -0.9% |
| 30D | +2.9% | -10.7% | +13.6% | +3.3% |
| 3M | +26.2% | -32.3% | +58.5% | +27.9% |
| 6M | +30.7% | -31.3% | +62.0% | +32.2% |
| YTD | +32.9% | -45.9% | +78.9% | +35.3% |
| 1Y | +72.3% | -40.0% | +112.3% | +73.8% |
| 3Y | +107.2% | +72.8% | +34.4% | +94.4% |
| 5Y | +23.2% | -70.4% | +93.5% | +22.6% |
| All | +17.5% | -70.8% | +88.3% | +17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling