+910.3%
XBI vs IBN
+545.0%
+365.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -4.6% | -5.5% | +0.9% | -3.2% |
| 30D | -0.8% | -3.4% | +2.6% | +0.1% |
| 3M | +21.8% | +8.7% | +13.2% | +19.2% |
| 6M | +23.2% | +3.7% | +19.5% | +22.0% |
| YTD | +28.7% | -2.4% | +31.1% | +29.4% |
| 1Y | +67.8% | -8.1% | +75.9% | +71.0% |
| 3Y | +100.6% | +26.3% | +74.3% | +87.0% |
| 5Y | +19.8% | +54.9% | -35.1% | +5.8% |
| 10Y | +159.7% | +311.8% | -152.1% | +69.8% |
| All | +910.3% | +545.0% | +365.3% | +370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling