+943.2%
XBI vs GE
+246.4%
+696.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -0.9% |
| 7D | -0.9% | +1.2% | -2.1% | -1.3% |
| 30D | +2.9% | -9.5% | +12.4% | +6.3% |
| 3M | +26.2% | +4.1% | +22.1% | +24.0% |
| 6M | +30.7% | +3.9% | +26.8% | +27.9% |
| YTD | +32.9% | +9.0% | +23.9% | +27.4% |
| 1Y | +72.3% | +21.9% | +50.3% | +58.2% |
| 3Y | +107.2% | +281.8% | -174.6% | +23.9% |
| 5Y | +23.2% | +436.7% | -413.6% | -35.8% |
| 10Y | +158.5% | +151.5% | +7.0% | +62.9% |
| All | +943.2% | +246.4% | +696.8% | +423.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling