+943.2%
XBI vs FDX
+392.0%
+551.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.1% |
| 7D | -0.9% | -3.3% | +2.4% | +0.4% |
| 30D | +2.9% | -1.4% | +4.3% | +3.3% |
| 3M | +26.2% | -4.5% | +30.7% | +28.0% |
| 6M | +30.7% | +9.4% | +21.3% | +24.4% |
| YTD | +32.9% | +36.0% | -3.1% | +15.0% |
| 1Y | +72.3% | +75.5% | -3.2% | +33.4% |
| 3Y | +107.2% | +62.8% | +44.4% | +58.7% |
| 5Y | +23.2% | +64.4% | -41.2% | -9.9% |
| 10Y | +158.5% | +175.5% | -16.9% | +36.3% |
| All | +943.2% | +392.0% | +551.2% | +288.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FDX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling