+76.1%
XBI vs LOW
-20.7%
+96.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.6% |
| 7D | +0.9% | -1.7% | +2.6% | +1.2% |
| 30D | +7.1% | -7.0% | +14.1% | +8.5% |
| 3M | +22.9% | -0.9% | +23.8% | +22.4% |
| 6M | +29.7% | -20.1% | +49.8% | +33.6% |
| YTD | +34.5% | -13.9% | +48.4% | +38.2% |
| 1Y | +76.1% | -21.1% | +97.2% | +85.9% |
| All | +76.1% | -20.7% | +96.7% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 1y: compounded portfolio wealth divided by compounded LOW 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…
1y analysis · Full analysis span regression · 6 months rolling