+99.4%
XBI vs FLR
+54.2%
+45.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.6% |
| 7D | -4.6% | -3.5% | -1.2% | -4.0% |
| 30D | -2.0% | +4.2% | -6.2% | -2.8% |
| 3M | +17.8% | +8.1% | +9.7% | +15.4% |
| 6M | +23.7% | +21.5% | +2.2% | +17.5% |
| YTD | +28.2% | +36.8% | -8.5% | +18.9% |
| 1Y | +64.0% | +31.2% | +32.8% | +52.6% |
| 3Y | +99.4% | +53.9% | +45.5% | +61.7% |
| All | +99.4% | +54.2% | +45.2% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling