+753.5%
XBI vs BTG
+373.5%
+379.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -4.6% | -3.8% | -0.9% | -4.4% |
| 30D | -2.0% | +3.6% | -5.6% | -2.3% |
| 3M | +17.8% | +32.0% | -14.2% | +15.2% |
| 6M | +23.7% | +3.4% | +20.4% | +22.7% |
| YTD | +28.2% | +20.8% | +7.4% | +25.6% |
| 1Y | +64.0% | +22.4% | +41.6% | +60.0% |
| 3Y | +99.4% | +91.7% | +7.7% | +87.2% |
| 5Y | +19.3% | +79.0% | -59.7% | +11.9% |
| 10Y | +158.7% | +152.6% | +6.2% | +133.9% |
| All | +753.5% | +373.5% | +379.9% | +561.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling