+910.3%
XBI vs JBL
+923.9%
-13.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.1% | -0.8% |
| 7D | -4.6% | -1.0% | -3.6% | -4.3% |
| 30D | -0.8% | -15.1% | +14.3% | +3.8% |
| 3M | +21.8% | -14.0% | +35.9% | +26.1% |
| 6M | +23.2% | +20.6% | +2.6% | +14.3% |
| YTD | +28.7% | +32.9% | -4.2% | +15.4% |
| 1Y | +67.8% | +40.5% | +27.2% | +46.8% |
| 3Y | +100.6% | +183.7% | -83.1% | +34.8% |
| 5Y | +19.8% | +388.3% | -368.5% | -32.9% |
| 10Y | +159.7% | +1,464.9% | -1,305.2% | -0.7% |
| All | +910.3% | +923.9% | -13.7% | +221.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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