+71.6%
XBI vs GH
+467.1%
-395.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | -4.6% | -2.5% | -2.1% | -4.0% |
| 30D | -2.0% | -4.7% | +2.7% | -0.9% |
| 3M | +17.8% | +20.2% | -2.4% | +11.6% |
| 6M | +23.7% | +78.8% | -55.1% | +5.3% |
| YTD | +28.2% | +54.1% | -25.9% | +12.7% |
| 1Y | +64.0% | +177.1% | -113.1% | +22.3% |
| 3Y | +99.4% | +371.6% | -272.2% | +18.4% |
| 5Y | +19.3% | +21.9% | -2.6% | -8.8% |
| All | +71.6% | +467.1% | -395.5% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 10y: compounded portfolio wealth divided by compounded GH 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…
10y analysis · Full analysis span regression · 6 months rolling