+921.3%
XBI vs BUD
+201.1%
+720.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +7.1% | -5.7% | +12.7% | +9.4% |
| 3M | +22.9% | +3.1% | +19.8% | +20.9% |
| 6M | +29.7% | +7.9% | +21.8% | +24.9% |
| YTD | +34.5% | +27.3% | +7.1% | +21.0% |
| 1Y | +76.1% | +37.8% | +38.2% | +53.0% |
| 3Y | +103.2% | +49.8% | +53.3% | +67.2% |
| 5Y | +22.8% | +43.8% | -21.0% | +1.5% |
| 10Y | +176.3% | -22.6% | +198.9% | +179.1% |
| All | +921.3% | +201.1% | +720.2% | +442.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling