+19.9%
XBI vs FND
-63.3%
+83.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | -4.6% | -5.8% | +1.1% | -2.8% |
| 30D | -2.0% | -20.2% | +18.2% | +5.4% |
| 3M | +17.8% | -12.0% | +29.7% | +21.2% |
| 6M | +23.7% | -18.5% | +42.2% | +29.6% |
| YTD | +28.2% | -22.3% | +50.5% | +35.0% |
| 1Y | +64.0% | -47.6% | +111.6% | +98.5% |
| 3Y | +99.4% | -49.8% | +149.2% | +129.7% |
| All | +19.9% | -63.3% | +83.2% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling