+64.0%
XBI vs EXC
+3.5%
+60.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.5% |
| 7D | -4.6% | -1.1% | -3.5% | -4.8% |
| 30D | -2.0% | -3.6% | +1.6% | -2.4% |
| 3M | +17.8% | -4.3% | +22.0% | +17.3% |
| 6M | +23.7% | -9.9% | +33.7% | +23.0% |
| YTD | +28.2% | +1.8% | +26.5% | +28.9% |
| 1Y | +64.0% | +2.9% | +61.1% | +69.8% |
| All | +64.0% | +3.5% | +60.5% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 1y: compounded portfolio wealth divided by compounded EXC 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…
1y analysis · Full analysis span regression · 6 months rolling