+926.8%
XBI vs IT
+1,083.3%
-156.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.0% |
| 7D | -3.6% | -9.1% | +5.5% | -0.5% |
| 30D | +0.9% | -12.2% | +13.0% | +5.1% |
| 3M | +21.4% | +7.8% | +13.6% | +14.6% |
| 6M | +25.5% | +2.0% | +23.5% | +19.0% |
| YTD | +30.8% | -32.7% | +63.6% | +43.5% |
| 1Y | +68.6% | -31.1% | +99.7% | +81.3% |
| 3Y | +103.9% | -52.1% | +156.0% | +145.1% |
| 5Y | +20.8% | -46.3% | +67.0% | +37.0% |
| 10Y | +164.0% | +91.4% | +72.6% | +66.0% |
| All | +926.8% | +1,083.3% | -156.6% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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