+76.1%
XBI vs HBM
+123.0%
-46.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | +0.9% | -6.4% | +7.2% | +2.0% |
| 30D | +7.1% | +5.9% | +1.2% | +6.0% |
| 3M | +22.9% | -8.9% | +31.8% | +24.0% |
| 6M | +29.7% | +10.7% | +19.0% | +24.2% |
| YTD | +34.5% | +38.3% | -3.8% | +24.7% |
| 1Y | +76.1% | +121.3% | -45.3% | +55.9% |
| All | +76.1% | +123.0% | -46.9% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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