+149.7%
XBI vs BX
+673.1%
-523.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.5% |
| 7D | -4.6% | -5.6% | +1.0% | -2.2% |
| 30D | -2.0% | -12.2% | +10.2% | +3.7% |
| 3M | +17.8% | +7.4% | +10.4% | +12.9% |
| 6M | +23.7% | +22.2% | +1.6% | +11.1% |
| YTD | +28.2% | -14.0% | +42.2% | +34.0% |
| 1Y | +64.0% | -27.3% | +91.3% | +84.6% |
| 3Y | +99.4% | +24.5% | +74.9% | +66.5% |
| 5Y | +19.3% | +18.9% | +0.5% | -3.6% |
| All | +149.7% | +673.1% | -523.4% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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