+100.2%
XBI vs DRI
+52.8%
+47.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -4.6% | -4.8% | +0.2% | -3.4% |
| 30D | -0.8% | -5.2% | +4.4% | +0.5% |
| 3M | +21.8% | +2.7% | +19.1% | +20.6% |
| 6M | +23.2% | +3.6% | +19.6% | +21.5% |
| YTD | +28.7% | +15.4% | +13.3% | +22.1% |
| 1Y | +67.8% | +1.3% | +66.5% | +65.6% |
| All | +100.2% | +52.8% | +47.4% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 3y: compounded portfolio wealth divided by compounded DRI 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…
3y analysis · Full analysis span regression · 6 months rolling