+906.3%
XBI vs BEN
+107.4%
+798.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -3.1% | -1.5% | -3.4% |
| 30D | -2.0% | +0.2% | -2.2% | -2.2% |
| 3M | +17.8% | +6.8% | +10.9% | +14.1% |
| 6M | +23.7% | +38.1% | -14.4% | +7.2% |
| YTD | +28.2% | +44.3% | -16.1% | +8.6% |
| 1Y | +64.0% | +42.6% | +21.4% | +39.3% |
| 3Y | +99.4% | +52.3% | +47.1% | +60.5% |
| 5Y | +19.3% | +37.6% | -18.3% | -1.4% |
| 10Y | +158.7% | +55.4% | +103.3% | +87.0% |
| All | +906.3% | +107.4% | +798.9% | +450.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling