+78.0%
XBI vs DOW
-15.9%
+93.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -3.6% | -6.0% | +2.4% | -2.0% |
| 30D | +0.9% | -2.7% | +3.6% | +1.4% |
| 3M | +21.4% | -10.5% | +31.9% | +24.3% |
| 6M | +25.5% | -12.4% | +37.9% | +27.0% |
| YTD | +30.8% | +30.0% | +0.8% | +15.9% |
| 1Y | +68.6% | +27.8% | +40.8% | +48.7% |
| 3Y | +103.9% | -34.9% | +138.9% | +120.0% |
| 5Y | +20.8% | -35.9% | +56.6% | +29.5% |
| All | +78.0% | -15.9% | +93.9% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling