+99.4%
XBI vs EWT
+198.4%
-99.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.2% |
| 7D | -4.6% | -1.1% | -3.5% | -4.2% |
| 30D | -2.0% | +4.5% | -6.5% | -4.0% |
| 3M | +17.8% | +8.3% | +9.5% | +12.6% |
| 6M | +23.7% | +54.2% | -30.5% | -2.0% |
| YTD | +28.2% | +74.6% | -46.3% | -5.1% |
| 1Y | +64.0% | +84.9% | -20.9% | +17.4% |
| 3Y | +99.4% | +197.5% | -98.1% | -0.4% |
| All | +99.4% | +198.4% | -99.0% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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