+67.8%
XBI vs IBB
+42.3%
+25.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | 0.0% |
| 7D | -4.6% | -5.2% | +0.6% | +1.5% |
| 30D | -0.8% | +1.5% | -2.2% | -2.6% |
| 3M | +21.8% | +22.1% | -0.3% | -4.3% |
| 6M | +23.2% | +17.7% | +5.5% | +1.1% |
| YTD | +28.7% | +20.2% | +8.6% | +3.4% |
| 1Y | +67.8% | +44.4% | +23.3% | +12.7% |
| All | +67.8% | +42.3% | +25.4% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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