+906.3%
XBI vs BRKR
+1,057.2%
-150.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | -8.7% | +4.0% | -2.2% |
| 30D | -2.0% | -9.9% | +7.9% | +0.7% |
| 3M | +17.8% | -3.1% | +20.9% | +16.5% |
| 6M | +23.7% | +45.5% | -21.8% | +7.7% |
| YTD | +28.2% | +13.7% | +14.5% | +19.0% |
| 1Y | +64.0% | +67.4% | -3.5% | +34.9% |
| 3Y | +99.4% | -13.2% | +112.6% | +89.9% |
| 5Y | +19.3% | -39.5% | +58.8% | +24.7% |
| 10Y | +158.7% | +153.5% | +5.2% | +80.6% |
| All | +906.3% | +1,057.2% | -150.9% | +383.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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