+103.5%
XBI vs GEN
+57.6%
+45.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.6% | -2.9% | -0.7% | -3.0% |
| 30D | +0.9% | +2.1% | -1.2% | +0.2% |
| 3M | +21.4% | +19.7% | +1.7% | +15.8% |
| 6M | +25.5% | +33.3% | -7.8% | +15.3% |
| YTD | +30.8% | +11.1% | +19.7% | +26.8% |
| 1Y | +68.6% | +3.0% | +65.6% | +67.3% |
| All | +103.5% | +57.6% | +45.8% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling