+943.2%
XBI vs EXR
+2,088.1%
-1,144.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | -0.9% | -0.7% | -0.2% | -0.7% |
| 30D | +2.9% | -6.9% | +9.8% | +5.4% |
| 3M | +26.2% | -3.0% | +29.2% | +27.1% |
| 6M | +30.7% | -2.9% | +33.7% | +31.6% |
| YTD | +32.9% | +9.3% | +23.7% | +28.2% |
| 1Y | +72.3% | -0.9% | +73.2% | +71.4% |
| 3Y | +107.2% | +24.7% | +82.5% | +87.9% |
| 5Y | +23.2% | -11.7% | +34.9% | +23.8% |
| 10Y | +158.5% | +148.4% | +10.2% | +76.8% |
| All | +943.2% | +2,088.1% | -1,144.9% | +211.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling