+910.3%
XBI vs EQT
+250.3%
+660.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +20.2% |
| 6M | +23.2% | -10.6% | +33.8% | +25.6% |
| YTD | +28.7% | +3.4% | +25.3% | +26.7% |
| 1Y | +67.8% | +8.7% | +59.1% | +62.7% |
| 3Y | +100.6% | +35.0% | +65.7% | +80.7% |
| 5Y | +19.8% | +204.2% | -184.4% | -16.6% |
| 10Y | +159.7% | +52.5% | +107.3% | +94.0% |
| All | +910.3% | +250.3% | +660.0% | +309.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling