+910.3%
XBI vs GIS
+199.8%
+710.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.7% |
| 7D | -4.6% | -8.4% | +3.8% | -2.2% |
| 30D | -0.8% | -5.2% | +4.4% | +0.6% |
| 3M | +21.8% | +8.2% | +13.7% | +18.2% |
| 6M | +23.2% | -12.0% | +35.2% | +26.9% |
| YTD | +28.7% | -18.9% | +47.6% | +35.3% |
| 1Y | +67.8% | -23.6% | +91.4% | +79.2% |
| 3Y | +100.6% | -37.6% | +138.3% | +125.4% |
| 5Y | +19.8% | -25.2% | +45.0% | +22.9% |
| 10Y | +159.7% | -19.3% | +179.1% | +148.3% |
| All | +910.3% | +199.8% | +710.5% | +357.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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