+99.4%
XBI vs BLK
+66.0%
+33.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.2% |
| 7D | -4.6% | -3.3% | -1.3% | -3.1% |
| 30D | -2.0% | -6.5% | +4.5% | +1.0% |
| 3M | +17.8% | +6.7% | +11.0% | +13.4% |
| 6M | +23.7% | +14.7% | +9.0% | +14.6% |
| YTD | +28.2% | +2.5% | +25.7% | +24.2% |
| 1Y | +64.0% | -2.8% | +66.7% | +63.2% |
| 3Y | +99.4% | +65.9% | +33.5% | +30.4% |
| All | +99.4% | +66.0% | +33.4% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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