+926.8%
XBI vs BIDU
+1,879.1%
-952.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -3.6% | -2.4% | -1.2% | -3.2% |
| 30D | +0.9% | -16.0% | +16.8% | +4.6% |
| 3M | +21.4% | -24.0% | +45.4% | +28.4% |
| 6M | +25.5% | -24.9% | +50.4% | +32.2% |
| YTD | +30.8% | -29.6% | +60.4% | +39.1% |
| 1Y | +68.6% | -15.2% | +83.7% | +69.6% |
| 3Y | +103.9% | -32.2% | +136.1% | +109.5% |
| 5Y | +20.8% | -43.8% | +64.5% | +22.3% |
| 10Y | +164.0% | -49.5% | +213.4% | +156.9% |
| All | +926.8% | +1,879.1% | -952.4% | +455.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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