+906.3%
XBI vs ET
+1,456.1%
-549.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -4.6% | +0.2% | -4.9% | -4.7% |
| 30D | -2.0% | +2.9% | -4.9% | -2.8% |
| 3M | +17.8% | +16.8% | +1.0% | +12.7% |
| 6M | +23.7% | +18.9% | +4.8% | +17.4% |
| YTD | +28.2% | +37.7% | -9.5% | +16.7% |
| 1Y | +64.0% | +32.4% | +31.5% | +50.8% |
| 3Y | +99.4% | +99.5% | -0.1% | +62.7% |
| 5Y | +19.3% | +244.0% | -224.6% | -16.8% |
| 10Y | +158.7% | +172.1% | -13.4% | +77.4% |
| All | +906.3% | +1,456.1% | -549.9% | +183.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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