+149.4%
XBI vs LIN
+430.8%
-281.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +2.6% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | +2.0% | +7.6% | -5.5% | -1.9% |
| 3M | -0.3% | +6.5% | -6.8% | -3.8% |
| 6M | +16.6% | +6.2% | +10.4% | +12.3% |
| YTD | +28.8% | +23.2% | +5.6% | +13.7% |
| 1Y | +44.6% | +25.4% | +19.2% | +26.3% |
| 3Y | +137.1% | +38.3% | +98.8% | +94.2% |
| 5Y | +22.8% | +64.4% | -41.7% | -10.2% |
| 10Y | +149.4% | +417.3% | -267.9% | +2.7% |
| All | +149.4% | +430.8% | -281.4% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling