+896.5%
XBI vs BND
+75.1%
+821.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -4.6% | -0.9% | -3.7% | -4.4% |
| 30D | -0.8% | -1.0% | +0.2% | -0.5% |
| 3M | +21.8% | -1.2% | +23.1% | +22.3% |
| 6M | +23.2% | -2.0% | +25.2% | +23.9% |
| YTD | +28.7% | -1.2% | +29.9% | +29.2% |
| 1Y | +67.8% | -0.5% | +68.2% | +68.2% |
| 3Y | +100.6% | +12.4% | +88.2% | +97.1% |
| 5Y | +19.8% | -2.5% | +22.3% | +13.1% |
| 10Y | +159.7% | +15.0% | +144.8% | +170.9% |
| All | +896.5% | +75.1% | +821.4% | +966.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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