+76.1%
XBI vs BNY
+59.6%
+16.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.5% |
| 7D | +0.9% | +1.4% | -0.6% | +0.4% |
| 30D | +7.1% | +3.8% | +3.2% | +5.5% |
| 3M | +22.9% | +14.9% | +8.0% | +16.1% |
| 6M | +29.7% | +40.3% | -10.6% | +13.3% |
| YTD | +34.5% | +43.8% | -9.3% | +16.5% |
| 1Y | +76.1% | +58.9% | +17.2% | +47.8% |
| All | +76.1% | +59.6% | +16.5% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling