+19.9%
XBI vs DOW
-37.7%
+57.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | +0.1% |
| 7D | -4.6% | -1.4% | -3.3% | -4.3% |
| 30D | -2.0% | -3.9% | +1.9% | -1.2% |
| 3M | +17.8% | -12.7% | +30.5% | +21.1% |
| 6M | +23.7% | -13.7% | +37.4% | +25.0% |
| YTD | +28.2% | +28.4% | -0.2% | +12.9% |
| 1Y | +64.0% | +21.8% | +42.2% | +45.8% |
| 3Y | +99.4% | -35.7% | +135.1% | +122.5% |
| All | +19.9% | -37.7% | +57.6% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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