+19.9%
XBI vs BEN
+36.0%
-16.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -3.1% | -1.5% | -3.2% |
| 30D | -2.0% | +0.2% | -2.2% | -2.2% |
| 3M | +17.8% | +6.8% | +10.9% | +13.7% |
| 6M | +23.7% | +38.1% | -14.4% | +5.3% |
| YTD | +28.2% | +44.3% | -16.1% | +6.2% |
| 1Y | +64.0% | +42.6% | +21.4% | +36.3% |
| 3Y | +99.4% | +52.3% | +47.1% | +55.7% |
| All | +19.9% | +36.0% | -16.1% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 5y: compounded portfolio wealth divided by compounded BEN 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…
5y analysis · Full analysis span regression · 6 months rolling