+906.3%
XBI vs GPN
+281.1%
+625.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -4.6% | -4.6% | -0.1% | -2.8% |
| 30D | -2.0% | -0.3% | -1.7% | -2.2% |
| 3M | +17.8% | +35.4% | -17.6% | +2.5% |
| 6M | +23.7% | +21.7% | +2.1% | +11.7% |
| YTD | +28.2% | +14.9% | +13.3% | +17.1% |
| 1Y | +64.0% | +3.2% | +60.8% | +55.7% |
| 3Y | +99.4% | -27.1% | +126.5% | +111.9% |
| 5Y | +19.3% | -44.4% | +63.7% | +38.2% |
| 10Y | +158.7% | +27.0% | +131.7% | +95.1% |
| All | +906.3% | +281.1% | +625.1% | +324.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling