+943.2%
XBI vs DAR
+1,509.4%
-566.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.1% | -1.9% |
| 7D | -0.9% | -0.9% | 0.0% | -0.7% |
| 30D | +2.9% | +13.0% | -10.1% | -0.7% |
| 3M | +26.2% | +15.0% | +11.2% | +20.7% |
| 6M | +30.7% | +26.8% | +3.9% | +21.2% |
| YTD | +32.9% | +86.4% | -53.5% | +10.9% |
| 1Y | +72.3% | +115.1% | -42.8% | +37.2% |
| 3Y | +107.2% | +14.6% | +92.6% | +88.4% |
| 5Y | +23.2% | -8.8% | +31.9% | +16.2% |
| 10Y | +158.5% | +356.5% | -198.0% | +50.0% |
| All | +943.2% | +1,509.4% | -566.2% | +306.9% |
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