+22.3%
XBI vs IBB
+39.3%
-17.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -1.1% | -0.5% | -0.6% | -0.4% |
| 30D | +2.6% | +4.6% | -2.0% | -3.1% |
| 3M | -4.0% | +6.8% | -10.8% | -12.1% |
| 6M | +10.9% | +23.1% | -12.2% | -15.9% |
| YTD | +23.6% | +26.0% | -2.4% | -9.1% |
| 1Y | +35.1% | +30.4% | +4.7% | -5.1% |
| 3Y | +125.2% | +85.4% | +39.7% | -2.9% |
| All | +22.3% | +39.3% | -17.0% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling