+943.2%
XBI vs FLUT
+582.1%
+361.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | -0.9% | +3.8% | -4.7% | -1.2% |
| 30D | +2.9% | +6.3% | -3.4% | +2.4% |
| 3M | +26.2% | -4.0% | +30.3% | +26.2% |
| 6M | +30.7% | -10.3% | +41.0% | +31.1% |
| YTD | +32.9% | -53.2% | +86.1% | +39.7% |
| 1Y | +72.3% | -65.0% | +137.3% | +84.7% |
| 3Y | +107.2% | -43.9% | +151.1% | +113.4% |
| 5Y | +23.2% | -49.2% | +72.4% | +24.8% |
| 10Y | +158.5% | -9.2% | +167.7% | +157.7% |
| All | +943.2% | +582.1% | +361.1% | +855.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FLUT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling