+125.2%
XBI vs FE
+50.7%
+74.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -1.1% | +1.2% | -2.3% | -1.3% |
| 30D | +2.6% | +4.5% | -2.0% | +1.6% |
| 3M | -4.0% | +1.3% | -5.4% | -4.3% |
| 6M | +10.9% | +8.7% | +2.3% | +8.5% |
| YTD | +23.6% | +9.2% | +14.4% | +20.3% |
| 1Y | +35.1% | +7.0% | +28.1% | +32.3% |
| 3Y | +125.2% | +51.4% | +73.8% | +82.0% |
| All | +125.2% | +50.7% | +74.5% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 3y: compounded portfolio wealth divided by compounded FE 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…
3y analysis · Full analysis span regression · 6 months rolling