+906.3%
XBI vs MCK
+1,820.1%
-913.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | -2.9% | -1.7% | -3.6% |
| 30D | -2.0% | +0.4% | -2.4% | -2.2% |
| 3M | +17.8% | +12.1% | +5.7% | +11.9% |
| 6M | +23.7% | -5.4% | +29.2% | +25.1% |
| YTD | +28.2% | +7.8% | +20.4% | +21.5% |
| 1Y | +64.0% | +22.9% | +41.0% | +46.6% |
| 3Y | +99.4% | +110.7% | -11.3% | +36.5% |
| 5Y | +19.3% | +346.2% | -326.8% | -43.4% |
| 10Y | +158.7% | +440.1% | -281.4% | +2.7% |
| All | +906.3% | +1,820.1% | -913.9% | +103.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling