+83.3%
XBI vs BBIO
+136.7%
-53.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -4.6% | -3.2% | -1.4% | -4.0% |
| 30D | -2.0% | -13.6% | +11.6% | +1.0% |
| 3M | +17.8% | +7.2% | +10.6% | +15.8% |
| 6M | +23.7% | +1.5% | +22.2% | +22.9% |
| YTD | +28.2% | -5.3% | +33.5% | +28.5% |
| 1Y | +64.0% | +37.7% | +26.2% | +51.7% |
| 3Y | +99.4% | +153.9% | -54.5% | +57.3% |
| 5Y | +19.3% | +43.9% | -24.5% | -23.2% |
| All | +83.3% | +136.7% | -53.3% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling