+139.0%
XBI vs LIN
+417.8%
-278.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +0.1% | +2.0% | -1.9% | -0.9% |
| 30D | +0.8% | +7.9% | -7.0% | -3.2% |
| 3M | -1.9% | +6.3% | -8.2% | -5.2% |
| 6M | +15.2% | +6.5% | +8.7% | +10.8% |
| YTD | +27.3% | +23.6% | +3.7% | +12.2% |
| 1Y | +41.5% | +25.7% | +15.7% | +23.4% |
| 3Y | +133.1% | +35.6% | +97.5% | +93.1% |
| 5Y | +23.7% | +65.9% | -42.2% | -9.9% |
| 10Y | +139.0% | +412.1% | -273.1% | -0.9% |
| All | +139.0% | +417.8% | -278.8% | -0.9% |
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