+149.7%
XBI vs BTG
+159.3%
-9.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -4.6% | -3.8% | -0.9% | -4.3% |
| 30D | -2.0% | +3.6% | -5.6% | -2.4% |
| 3M | +17.8% | +32.0% | -14.2% | +13.8% |
| 6M | +23.7% | +3.4% | +20.4% | +22.2% |
| YTD | +28.2% | +20.8% | +7.4% | +24.1% |
| 1Y | +64.0% | +22.4% | +41.6% | +57.9% |
| 3Y | +99.4% | +91.7% | +7.7% | +80.9% |
| 5Y | +19.3% | +79.0% | -59.7% | +8.2% |
| All | +149.7% | +159.3% | -9.6% | +136.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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