+955.3%
XBI vs FDX
+405.1%
+550.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.1% |
| 7D | +0.9% | -2.5% | +3.4% | +1.9% |
| 30D | +7.1% | +3.8% | +3.3% | +5.2% |
| 3M | +22.9% | -1.3% | +24.2% | +22.9% |
| 6M | +29.7% | +5.0% | +24.7% | +25.6% |
| YTD | +34.5% | +39.6% | -5.2% | +15.1% |
| 1Y | +76.1% | +81.1% | -5.1% | +34.5% |
| 3Y | +103.2% | +63.0% | +40.1% | +55.6% |
| 5Y | +22.8% | +65.6% | -42.8% | -10.3% |
| 10Y | +176.3% | +183.4% | -7.1% | +43.9% |
| All | +955.3% | +405.1% | +550.2% | +288.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling