+149.7%
XBI vs BUD
-22.3%
+172.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -4.6% | -2.6% | -2.0% | -3.8% |
| 30D | -2.0% | -1.2% | -0.8% | -1.7% |
| 3M | +17.8% | -4.9% | +22.7% | +19.4% |
| 6M | +23.7% | +9.3% | +14.5% | +19.2% |
| YTD | +28.2% | +24.0% | +4.3% | +18.1% |
| 1Y | +64.0% | +34.5% | +29.4% | +46.4% |
| 3Y | +99.4% | +43.7% | +55.7% | +71.1% |
| 5Y | +19.3% | +46.0% | -26.7% | +0.8% |
| All | +149.7% | -22.3% | +172.0% | +130.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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