+149.7%
XBI vs BNY
+416.3%
-266.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -1.3% | -3.3% | -4.1% |
| 30D | -2.0% | -0.2% | -1.8% | -2.0% |
| 3M | +17.8% | +14.9% | +2.9% | +10.1% |
| 6M | +23.7% | +40.0% | -16.3% | +5.6% |
| YTD | +28.2% | +42.0% | -13.7% | +8.4% |
| 1Y | +64.0% | +56.9% | +7.1% | +32.2% |
| 3Y | +99.4% | +289.9% | -190.5% | +4.7% |
| 5Y | +19.3% | +259.2% | -239.9% | -36.4% |
| All | +149.7% | +416.3% | -266.6% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling