+47.9%
XBI vs MCK
+31.3%
+16.6%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.0% | -4.3% | +3.1% |
| 7D | +1.0% | +11.3% | -10.3% | +1.7% |
| 30D | +1.9% | +16.8% | -15.0% | +3.0% |
| 3M | +4.8% | +28.9% | -24.2% | +7.0% |
| 6M | +19.3% | +32.7% | -13.4% | +22.8% |
| YTD | +30.6% | +30.8% | -0.2% | +36.0% |
| 1Y | +47.9% | +27.6% | +20.3% | +55.0% |
| All | +47.9% | +31.3% | +16.6% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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