+100.2%
XBI vs FITB
+129.2%
-29.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.8% |
| 7D | -4.6% | -1.0% | -3.6% | -4.2% |
| 30D | -0.8% | -5.5% | +4.7% | +1.3% |
| 3M | +21.8% | +4.1% | +17.7% | +19.2% |
| 6M | +23.2% | +18.7% | +4.5% | +13.8% |
| YTD | +28.7% | +18.2% | +10.6% | +18.0% |
| 1Y | +67.8% | +23.7% | +44.1% | +50.2% |
| All | +100.2% | +129.2% | -29.0% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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