+19.9%
XBI vs HBM
+327.6%
-307.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -4.6% | -3.3% | -1.4% | -4.1% |
| 30D | -2.0% | -4.8% | +2.8% | -1.3% |
| 3M | +17.8% | -0.4% | +18.2% | +16.9% |
| 6M | +23.7% | +17.9% | +5.8% | +17.5% |
| YTD | +28.2% | +33.7% | -5.5% | +18.0% |
| 1Y | +64.0% | +95.6% | -31.6% | +39.4% |
| 3Y | +99.4% | +458.1% | -358.7% | +31.5% |
| All | +19.9% | +327.6% | -307.7% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling