+869.9%
XBI vs DAR
+1,242.7%
-372.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.7% |
| 7D | -1.1% | +11.6% | -12.6% | -3.9% |
| 30D | +2.6% | -10.2% | +12.8% | +5.3% |
| 3M | -4.0% | -14.8% | +10.8% | -0.6% |
| 6M | +10.9% | -10.1% | +21.0% | +12.7% |
| YTD | +23.6% | +55.5% | -31.9% | +7.7% |
| 1Y | +35.1% | +61.7% | -26.6% | +16.2% |
| 3Y | +125.2% | +37.2% | +88.0% | +94.0% |
| 5Y | +19.7% | -26.9% | +46.7% | +19.5% |
| 10Y | +130.6% | +314.4% | -183.9% | +36.9% |
| All | +869.9% | +1,242.7% | -372.8% | +295.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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