+47.9%
XBI vs IRE
-97.6%
+145.4%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -23.2% | +25.9% | +3.6% |
| 7D | +1.0% | -46.8% | +47.8% | +3.2% |
| 30D | +1.9% | -75.5% | +77.4% | +6.7% |
| 3M | +4.8% | -79.4% | +84.2% | +9.8% |
| 6M | +19.3% | -91.3% | +110.6% | +25.7% |
| YTD | +30.6% | -90.8% | +121.4% | +33.1% |
| 1Y | +47.9% | -97.7% | +145.6% | +57.7% |
| All | +47.9% | -97.6% | +145.4% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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