+955.3%
XBI vs GD
+875.2%
+80.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.4% | +0.5% |
| 7D | +0.9% | -5.3% | +6.1% | +3.6% |
| 30D | +7.1% | -6.4% | +13.5% | +10.6% |
| 3M | +22.9% | +5.7% | +17.2% | +18.9% |
| 6M | +29.7% | -0.9% | +30.7% | +29.3% |
| YTD | +34.5% | +8.2% | +26.3% | +27.6% |
| 1Y | +76.1% | +13.4% | +62.6% | +62.8% |
| 3Y | +103.2% | +68.5% | +34.7% | +50.5% |
| 5Y | +22.8% | +97.2% | -74.3% | -17.4% |
| 10Y | +176.3% | +190.2% | -13.9% | +44.4% |
| All | +955.3% | +875.2% | +80.1% | +175.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling