+47.9%
XBI vs IYR
+12.4%
+35.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.5% | +1.2% |
| 7D | +1.0% | +6.9% | -5.9% | -2.1% |
| 30D | +1.9% | +10.2% | -8.4% | -2.9% |
| 3M | +4.8% | -0.3% | +5.1% | +5.0% |
| 6M | +19.3% | +3.6% | +15.7% | +16.3% |
| YTD | +30.6% | +12.5% | +18.1% | +19.0% |
| 1Y | +47.9% | +12.4% | +35.4% | +34.7% |
| All | +47.9% | +12.4% | +35.5% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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