+99.4%
XBI vs GPN
-27.4%
+126.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -4.6% | -4.3% | -0.3% | -3.7% |
| 30D | -2.0% | 0.0% | -2.0% | -2.1% |
| 3M | +17.8% | +35.8% | -18.0% | +8.6% |
| 6M | +23.7% | +22.0% | +1.7% | +16.7% |
| YTD | +28.2% | +15.2% | +13.0% | +22.1% |
| 1Y | +64.0% | +3.5% | +60.5% | +60.7% |
| 3Y | +99.4% | -26.9% | +126.3% | +99.1% |
| All | +99.4% | -27.4% | +126.8% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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