+943.2%
XBI vs EAT
+1,096.8%
-153.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.2% | -0.4% |
| 7D | -0.9% | -4.9% | +4.0% | +0.2% |
| 30D | +2.9% | -1.2% | +4.1% | +2.9% |
| 3M | +26.2% | +52.2% | -26.0% | +14.6% |
| 6M | +30.7% | +65.0% | -34.3% | +15.6% |
| YTD | +32.9% | +55.0% | -22.1% | +18.7% |
| 1Y | +72.3% | +42.1% | +30.2% | +55.6% |
| 3Y | +107.2% | +614.7% | -507.5% | +25.8% |
| 5Y | +23.2% | +322.7% | -299.6% | -19.4% |
| 10Y | +158.5% | +382.0% | -223.5% | +41.1% |
| All | +943.2% | +1,096.8% | -153.6% | +323.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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