+906.3%
XBI vs BLK
+1,265.4%
-359.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -1.1% |
| 7D | -4.6% | -3.3% | -1.3% | -3.2% |
| 30D | -2.0% | -6.5% | +4.5% | +0.9% |
| 3M | +17.8% | +6.7% | +11.0% | +13.7% |
| 6M | +23.7% | +14.7% | +9.0% | +15.5% |
| YTD | +28.2% | +2.5% | +25.7% | +25.0% |
| 1Y | +64.0% | -2.8% | +66.7% | +63.4% |
| 3Y | +99.4% | +65.9% | +33.5% | +54.9% |
| 5Y | +19.3% | +33.0% | -13.6% | +1.4% |
| 10Y | +158.7% | +281.2% | -122.5% | +37.6% |
| All | +906.3% | +1,265.4% | -359.2% | +215.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling