+100.2%
XBI vs EXE
+18.1%
+82.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | -4.6% | -2.2% | -2.4% | -4.3% |
| 30D | -0.8% | -0.8% | 0.0% | -0.7% |
| 3M | +21.8% | +10.0% | +11.8% | +20.0% |
| 6M | +23.2% | -6.3% | +29.5% | +24.1% |
| YTD | +28.7% | -10.7% | +39.4% | +30.5% |
| 1Y | +67.8% | +2.7% | +65.1% | +64.3% |
| All | +100.2% | +18.1% | +82.1% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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