+926.8%
XBI vs BTI
+639.2%
+287.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.0% |
| 7D | -3.6% | -2.4% | -1.2% | -2.7% |
| 30D | +0.9% | -4.8% | +5.6% | +2.6% |
| 3M | +21.4% | -8.1% | +29.5% | +24.5% |
| 6M | +25.5% | -4.2% | +29.7% | +25.9% |
| YTD | +30.8% | -1.3% | +32.1% | +29.4% |
| 1Y | +68.6% | +2.1% | +66.5% | +64.1% |
| 3Y | +103.9% | +108.9% | -5.0% | +46.0% |
| 5Y | +20.8% | +114.5% | -93.7% | -15.9% |
| 10Y | +164.0% | +72.2% | +91.7% | +90.9% |
| All | +926.8% | +639.2% | +287.6% | +292.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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