+124.1%
XBI vs EXR
+216.3%
-92.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | +2.6% | +18.2% | -15.6% | -3.0% |
| 3M | -4.0% | +7.3% | -11.4% | -6.4% |
| 6M | +10.9% | +13.8% | -2.9% | +5.8% |
| YTD | +23.6% | +25.9% | -2.3% | +13.6% |
| 1Y | +35.1% | +25.8% | +9.3% | +24.1% |
| 3Y | +125.2% | +53.7% | +71.5% | +91.5% |
| 5Y | +19.7% | -1.8% | +21.5% | +15.7% |
| All | +124.1% | +216.3% | -92.2% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 10y: compounded portfolio wealth divided by compounded EXR 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…
10y analysis · Full analysis span regression · 6 months rolling