+84.3%
XBI vs MDB
+997.6%
-913.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.2% |
| 7D | -4.6% | -1.8% | -2.9% | -4.4% |
| 30D | -2.0% | -17.3% | +15.3% | +1.2% |
| 3M | +17.8% | +2.2% | +15.6% | +15.6% |
| 6M | +23.7% | +33.9% | -10.2% | +12.8% |
| YTD | +28.2% | -13.7% | +41.9% | +26.6% |
| 1Y | +64.0% | +9.1% | +54.9% | +52.3% |
| 3Y | +99.4% | -8.1% | +107.5% | +77.3% |
| 5Y | +19.3% | -25.9% | +45.2% | 0.0% |
| All | +84.3% | +997.6% | -913.3% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling