+33.1%
XBI vs GD
+5.0%
+28.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.1% | -3.1% |
| 7D | +1.9% | +1.9% | 0.0% | +1.6% |
| 30D | +3.0% | +9.2% | -6.2% | +1.8% |
| 3M | -5.1% | -7.5% | +2.3% | -3.8% |
| 6M | +12.2% | +5.8% | +6.4% | +10.8% |
| YTD | +24.1% | +9.8% | +14.3% | +21.2% |
| 1Y | +33.1% | +5.8% | +27.3% | +33.3% |
| All | +33.1% | +5.0% | +28.0% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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