+955.3%
XBI vs LIN
+1,276.1%
-320.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | +0.2% |
| 7D | +0.9% | -2.1% | +3.0% | +2.0% |
| 30D | +7.1% | -2.4% | +9.5% | +8.4% |
| 3M | +22.9% | -5.6% | +28.5% | +26.2% |
| 6M | +29.7% | -3.4% | +33.1% | +31.1% |
| YTD | +34.5% | +13.1% | +21.4% | +24.6% |
| 1Y | +76.1% | +2.5% | +73.6% | +71.3% |
| 3Y | +103.2% | +27.6% | +75.6% | +74.4% |
| 5Y | +22.8% | +63.0% | -40.2% | -8.7% |
| 10Y | +176.3% | +359.3% | -183.0% | +13.8% |
| All | +955.3% | +1,276.1% | -320.8% | +131.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling