+35.1%
XBI vs IRE
-97.6%
+132.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -14.4% | +13.9% | +0.2% |
| 7D | -1.1% | -31.8% | +30.8% | +0.5% |
| 30D | +2.6% | -71.8% | +74.3% | +6.8% |
| 3M | -4.0% | -88.9% | +84.9% | +3.0% |
| 6M | +10.9% | -95.4% | +106.3% | +20.1% |
| YTD | +23.6% | -94.2% | +117.8% | +27.5% |
| 1Y | +35.1% | -97.1% | +132.2% | +42.5% |
| All | +35.1% | -97.6% | +132.7% | +42.5% |
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