+944.0%
XBI vs BR
+1,282.8%
-338.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -4.6% | -6.0% | +1.4% | -1.9% |
| 30D | -0.8% | -0.9% | +0.1% | -0.6% |
| 3M | +21.8% | +16.4% | +5.4% | +12.3% |
| 6M | +23.2% | -8.2% | +31.4% | +26.4% |
| YTD | +28.7% | -23.2% | +52.0% | +42.6% |
| 1Y | +67.8% | -30.9% | +98.7% | +95.4% |
| 3Y | +100.6% | -5.0% | +105.6% | +97.0% |
| 5Y | +19.8% | +8.8% | +11.0% | +8.6% |
| 10Y | +159.7% | +190.1% | -30.3% | +41.9% |
| All | +944.0% | +1,282.8% | -338.9% | +173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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