+125.2%
XBI vs LIN
+37.9%
+87.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | -1.1% | +2.1% | -3.2% | -1.7% |
| 30D | +2.6% | +6.8% | -4.2% | +0.4% |
| 3M | -4.0% | +10.4% | -14.4% | -7.2% |
| 6M | +10.9% | +3.2% | +7.8% | +9.5% |
| YTD | +23.6% | +24.6% | -1.0% | +12.0% |
| 1Y | +35.1% | +24.4% | +10.7% | +22.5% |
| 3Y | +125.2% | +36.7% | +88.4% | +102.1% |
| All | +125.2% | +37.9% | +87.3% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling