+47.9%
XBI vs GNRC
+17.5%
+30.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.5% | +12.2% | +3.7% |
| 7D | +1.0% | -6.0% | +7.0% | +1.5% |
| 30D | +1.9% | -12.0% | +13.9% | +3.0% |
| 3M | +4.8% | -13.4% | +18.2% | +5.8% |
| 6M | +19.3% | -26.4% | +45.6% | +21.7% |
| YTD | +30.6% | +38.8% | -8.2% | +24.1% |
| 1Y | +47.9% | +20.9% | +27.0% | +43.7% |
| All | +47.9% | +17.5% | +30.4% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling