+100.2%
XBI vs EQT
+34.2%
+66.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -4.6% | -1.2% | -3.4% | -4.4% |
| 30D | -0.8% | +1.1% | -1.9% | -1.0% |
| 3M | +21.8% | +4.8% | +17.0% | +20.8% |
| 6M | +23.2% | -10.6% | +33.8% | +25.1% |
| YTD | +28.7% | +3.4% | +25.3% | +27.0% |
| 1Y | +67.8% | +8.7% | +59.1% | +63.6% |
| All | +100.2% | +34.2% | +66.0% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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