+22.3%
XBI vs BUD
+51.6%
-29.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.8% |
| 7D | -1.1% | +1.0% | -2.1% | -1.4% |
| 30D | +2.6% | +6.7% | -4.1% | -0.1% |
| 3M | -4.0% | +5.7% | -9.7% | -6.3% |
| 6M | +10.9% | +5.8% | +5.1% | +7.7% |
| YTD | +23.6% | +34.4% | -10.8% | +8.4% |
| 1Y | +35.1% | +33.3% | +1.8% | +18.7% |
| 3Y | +125.2% | +48.8% | +76.4% | +83.5% |
| All | +22.3% | +51.6% | -29.3% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling