+955.3%
XBI vs GEN
+421.0%
+534.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.8% | +0.3% |
| 7D | +0.9% | -1.2% | +2.1% | +1.2% |
| 30D | +7.1% | +10.1% | -3.1% | +3.6% |
| 3M | +22.9% | +16.1% | +6.8% | +16.5% |
| 6M | +29.7% | +38.9% | -9.1% | +15.1% |
| YTD | +34.5% | +14.4% | +20.0% | +26.4% |
| 1Y | +76.1% | +5.9% | +70.2% | +69.4% |
| 3Y | +103.2% | +58.8% | +44.4% | +68.6% |
| 5Y | +22.8% | +24.7% | -1.8% | +7.6% |
| 10Y | +176.3% | +163.1% | +13.2% | +73.1% |
| All | +955.3% | +421.0% | +534.3% | +373.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling