+47.9%
XBI vs FLR
+2.5%
+45.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.8% |
| 7D | +1.0% | +1.4% | -0.4% | +0.8% |
| 30D | +1.9% | -5.9% | +7.8% | +2.8% |
| 3M | +4.8% | -7.6% | +12.4% | +5.7% |
| 6M | +19.3% | -9.3% | +28.6% | +20.3% |
| YTD | +30.6% | +20.1% | +10.5% | +23.8% |
| 1Y | +47.9% | +3.0% | +44.9% | +44.6% |
| All | +47.9% | +2.5% | +45.4% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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