+47.9%
XBI vs IBN
+4.2%
+43.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.8% | -1.1% | +1.0% |
| 7D | +1.0% | +8.9% | -7.9% | -2.7% |
| 30D | +1.9% | +12.6% | -10.8% | -3.8% |
| 3M | +4.8% | +3.1% | +1.7% | +3.6% |
| 6M | +19.3% | +20.6% | -1.3% | +7.9% |
| YTD | +30.6% | +5.8% | +24.8% | +21.5% |
| 1Y | +47.9% | +3.7% | +44.2% | +38.8% |
| All | +47.9% | +4.2% | +43.7% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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