+83.8%
XBI vs BIYA
-99.8%
+183.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.1% | -1.6% |
| 7D | -3.6% | +2.7% | -6.4% | -3.6% |
| 30D | +0.9% | -16.7% | +17.5% | +0.8% |
| 3M | +21.4% | -74.6% | +96.1% | +21.2% |
| 6M | +25.5% | -85.4% | +110.9% | +26.0% |
| YTD | +30.8% | -94.2% | +125.0% | +31.6% |
| 1Y | +68.6% | -98.6% | +167.1% | +73.5% |
| All | +83.8% | -99.8% | +183.6% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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