+806.3%
XBI vs HBM
+649.7%
+156.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -3.6% | +5.5% | -9.1% | -4.6% |
| 30D | +0.9% | +3.3% | -2.4% | +0.1% |
| 3M | +21.4% | +12.7% | +8.8% | +17.9% |
| 6M | +25.5% | +28.2% | -2.7% | +18.1% |
| YTD | +30.8% | +45.3% | -14.5% | +19.6% |
| 1Y | +68.6% | +121.7% | -53.1% | +42.2% |
| 3Y | +103.9% | +523.5% | -419.6% | +38.4% |
| 5Y | +20.8% | +393.9% | -373.1% | -18.3% |
| 10Y | +164.0% | +647.9% | -483.9% | +45.7% |
| All | +806.3% | +649.7% | +156.7% | +342.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling