+910.3%
XBI vs ETR
+583.4%
+326.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.1% |
| 7D | -4.6% | -1.9% | -2.7% | -4.0% |
| 30D | -0.8% | -0.2% | -0.6% | -0.8% |
| 3M | +21.8% | -3.7% | +25.6% | +23.3% |
| 6M | +23.2% | +2.1% | +21.1% | +21.6% |
| YTD | +28.7% | +16.5% | +12.3% | +21.2% |
| 1Y | +67.8% | +22.5% | +45.2% | +55.1% |
| 3Y | +100.6% | +144.7% | -44.0% | +42.4% |
| 5Y | +19.8% | +125.2% | -105.4% | -13.9% |
| 10Y | +159.7% | +296.9% | -137.1% | +44.2% |
| All | +910.3% | +583.4% | +326.9% | +289.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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