+47.9%
XBI vs BTDR
-69.9%
+117.8%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.6% | +8.3% | +3.2% |
| 7D | +1.0% | -17.6% | +18.6% | +2.7% |
| 30D | +1.9% | -40.3% | +42.1% | +6.5% |
| 3M | +4.8% | -42.6% | +47.4% | +9.2% |
| 6M | +19.3% | -46.3% | +65.6% | +23.1% |
| YTD | +30.6% | -41.7% | +72.4% | +31.4% |
| 1Y | +47.9% | -69.4% | +117.3% | +51.8% |
| All | +47.9% | -69.9% | +117.8% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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