+116.3%
XBI vs EQX
+232.0%
-115.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | -4.6% | -3.2% | -1.4% | -4.3% |
| 30D | -2.0% | +7.8% | -9.8% | -3.0% |
| 3M | +17.8% | +21.3% | -3.5% | +14.5% |
| 6M | +23.7% | -22.4% | +46.1% | +26.4% |
| YTD | +28.2% | -11.3% | +39.5% | +28.4% |
| 1Y | +64.0% | +13.5% | +50.5% | +58.8% |
| 3Y | +99.4% | +162.1% | -62.7% | +69.4% |
| 5Y | +19.3% | +84.2% | -64.9% | +1.1% |
| All | +116.3% | +232.0% | -115.8% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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