+64.0%
XBI vs BBIO
+36.5%
+27.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.6% | -3.2% | -1.4% | -3.7% |
| 30D | -2.0% | -13.6% | +11.6% | +2.4% |
| 3M | +17.8% | +7.2% | +10.6% | +14.8% |
| 6M | +23.7% | +1.5% | +22.2% | +22.2% |
| YTD | +28.2% | -5.3% | +33.5% | +28.3% |
| 1Y | +64.0% | +37.7% | +26.2% | +48.4% |
| All | +64.0% | +36.5% | +27.5% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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