+47.9%
XBI vs EFX
-7.5%
+55.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.6% |
| 7D | +1.0% | +9.2% | -8.2% | +0.5% |
| 30D | +1.9% | +34.8% | -32.9% | +0.2% |
| 3M | +4.8% | +8.8% | -4.1% | +3.9% |
| 6M | +19.3% | +12.3% | +7.0% | +18.0% |
| YTD | +30.6% | -10.6% | +41.2% | +32.7% |
| 1Y | +47.9% | -6.7% | +54.6% | +47.5% |
| All | +47.9% | -7.5% | +55.4% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling