+821.0%
XBI vs IBKR
+1,349.8%
-528.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -1.2% |
| 7D | -4.6% | -1.3% | -3.3% | -4.2% |
| 30D | -2.0% | -0.2% | -1.8% | -2.2% |
| 3M | +17.8% | +3.0% | +14.8% | +15.5% |
| 6M | +23.7% | +33.9% | -10.1% | +9.6% |
| YTD | +28.2% | +42.5% | -14.3% | +10.2% |
| 1Y | +64.0% | +44.9% | +19.1% | +39.2% |
| 3Y | +99.4% | +293.0% | -193.6% | +9.2% |
| 5Y | +19.3% | +497.7% | -478.3% | -46.2% |
| 10Y | +158.7% | +1,004.4% | -845.7% | -12.3% |
| All | +821.0% | +1,349.8% | -528.8% | +138.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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