+19.9%
XBI vs GE
+418.3%
-398.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | -4.0% | -0.7% | -3.1% |
| 30D | -2.0% | -11.4% | +9.4% | +2.5% |
| 3M | +17.8% | -2.6% | +20.4% | +18.3% |
| 6M | +23.7% | -0.3% | +24.1% | +22.5% |
| YTD | +28.2% | +5.4% | +22.9% | +23.5% |
| 1Y | +64.0% | +15.5% | +48.4% | +51.5% |
| 3Y | +99.4% | +260.8% | -161.4% | +3.9% |
| All | +19.9% | +418.3% | -398.4% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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