+125.2%
XBI vs BUD
+49.6%
+75.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.6% |
| 7D | -1.1% | +1.0% | -2.1% | -1.3% |
| 30D | +2.6% | +6.7% | -4.1% | +1.1% |
| 3M | -4.0% | +5.7% | -9.7% | -5.3% |
| 6M | +10.9% | +5.8% | +5.1% | +9.1% |
| YTD | +23.6% | +34.4% | -10.8% | +14.3% |
| 1Y | +35.1% | +33.3% | +1.8% | +25.1% |
| 3Y | +125.2% | +48.8% | +76.4% | +88.1% |
| All | +125.2% | +49.6% | +75.6% | +88.1% |
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