+149.7%
XBI vs IBN
+324.2%
-174.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -1.0% |
| 7D | -4.6% | -3.0% | -1.6% | -3.7% |
| 30D | -2.0% | -1.5% | -0.5% | -1.6% |
| 3M | +17.8% | +7.9% | +9.9% | +14.9% |
| 6M | +23.7% | +8.6% | +15.1% | +20.5% |
| YTD | +28.2% | -0.6% | +28.8% | +28.1% |
| 1Y | +64.0% | -7.3% | +71.3% | +67.0% |
| 3Y | +99.4% | +26.2% | +73.2% | +82.9% |
| 5Y | +19.3% | +57.8% | -38.5% | +2.0% |
| All | +149.7% | +324.2% | -174.5% | +63.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling