+76.1%
XBI vs MMM
+12.8%
+63.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | +0.9% | -3.3% | +4.2% | +1.6% |
| 30D | +7.1% | -7.0% | +14.1% | +8.6% |
| 3M | +22.9% | +10.8% | +12.1% | +20.4% |
| 6M | +29.7% | +5.8% | +23.9% | +27.2% |
| YTD | +34.5% | +6.8% | +27.7% | +31.2% |
| 1Y | +76.1% | +10.4% | +65.7% | +71.5% |
| All | +76.1% | +12.8% | +63.3% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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