+955.3%
XBI vs EXC
+140.5%
+814.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | 0.0% |
| 7D | +0.9% | +0.3% | +0.6% | +0.8% |
| 30D | +7.1% | -3.7% | +10.8% | +8.4% |
| 3M | +22.9% | -1.3% | +24.2% | +23.0% |
| 6M | +29.7% | -9.7% | +39.4% | +33.6% |
| YTD | +34.5% | +2.9% | +31.6% | +32.0% |
| 1Y | +76.1% | +4.4% | +71.7% | +71.7% |
| 3Y | +103.2% | +22.2% | +81.0% | +84.4% |
| 5Y | +22.8% | +46.7% | -23.9% | +3.2% |
| 10Y | +176.3% | +155.3% | +20.9% | +83.2% |
| All | +955.3% | +140.5% | +814.8% | +556.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling