+64.0%
XBI vs EXPE
+30.8%
+33.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | -4.6% | -5.8% | +1.1% | -4.4% |
| 30D | -2.0% | -13.6% | +11.6% | -1.4% |
| 3M | +17.8% | +25.2% | -7.4% | +16.0% |
| 6M | +23.7% | +22.3% | +1.4% | +21.8% |
| YTD | +28.2% | -0.3% | +28.5% | +27.3% |
| 1Y | +64.0% | +27.8% | +36.2% | +61.5% |
| All | +64.0% | +30.8% | +33.1% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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