+99.4%
XBI vs BITO
+149.6%
-50.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -3.4% | -1.2% | -4.1% |
| 30D | -2.0% | +21.4% | -23.4% | -5.2% |
| 3M | +17.8% | +20.5% | -2.7% | +14.0% |
| 6M | +23.7% | +7.4% | +16.3% | +21.9% |
| YTD | +28.2% | -13.9% | +42.1% | +29.8% |
| 1Y | +64.0% | -35.1% | +99.0% | +72.8% |
| 3Y | +99.4% | +156.8% | -57.4% | +82.1% |
| All | +99.4% | +149.6% | -50.2% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 3y: compounded portfolio wealth divided by compounded BITO 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…
3y analysis · Full analysis span regression · 6 months rolling