+100.2%
XBI vs BN
+69.2%
+31.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -4.6% | -5.9% | +1.3% | -2.0% |
| 30D | -0.8% | -15.1% | +14.3% | +6.7% |
| 3M | +21.8% | -14.6% | +36.4% | +30.4% |
| 6M | +23.2% | -8.4% | +31.6% | +27.3% |
| YTD | +28.7% | -16.8% | +45.5% | +37.7% |
| 1Y | +67.8% | -14.4% | +82.1% | +76.2% |
| All | +100.2% | +69.2% | +31.0% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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