+103.5%
XBI vs BUD
+44.4%
+59.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.1% |
| 7D | -3.6% | -1.3% | -2.3% | -3.3% |
| 30D | +0.9% | -6.1% | +7.0% | +2.2% |
| 3M | +21.4% | -3.8% | +25.2% | +22.2% |
| 6M | +25.5% | +8.2% | +17.3% | +22.1% |
| YTD | +30.8% | +23.6% | +7.3% | +23.0% |
| 1Y | +68.6% | +33.4% | +35.1% | +54.9% |
| All | +103.5% | +44.4% | +59.0% | +74.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling