+47.9%
XBI vs FIG
-52.3%
+100.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.2% | -2.6% | +2.5% |
| 7D | +1.0% | -4.7% | +5.7% | +1.1% |
| 30D | +1.9% | +0.5% | +1.3% | +1.8% |
| 3M | +4.8% | -18.4% | +23.2% | +5.2% |
| 6M | +19.3% | +10.9% | +8.4% | +18.3% |
| YTD | +30.6% | -40.8% | +71.4% | +36.1% |
| 1Y | +47.9% | -51.7% | +99.6% | +60.6% |
| All | +47.9% | -52.3% | +100.1% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 1y: compounded portfolio wealth divided by compounded FIG 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…
1y analysis · Full analysis span regression · 6 months rolling