+29.7%
XBI vs MDLN
-7.1%
+36.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -4.6% | -11.1% | +6.5% | -2.8% |
| 30D | -2.0% | -8.4% | +6.4% | -0.7% |
| 3M | +17.8% | -12.4% | +30.2% | +18.9% |
| 6M | +23.7% | -23.3% | +47.0% | +27.7% |
| YTD | +28.2% | -22.5% | +50.8% | +31.0% |
| All | +29.7% | -7.1% | +36.8% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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