+955.3%
XBI vs MMM
+418.2%
+537.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | +0.9% | -3.3% | +4.2% | +2.6% |
| 30D | +7.1% | -7.0% | +14.1% | +11.1% |
| 3M | +22.9% | +10.8% | +12.1% | +16.1% |
| 6M | +29.7% | +5.8% | +23.9% | +25.1% |
| YTD | +34.5% | +6.8% | +27.7% | +28.2% |
| 1Y | +76.1% | +10.4% | +65.7% | +63.9% |
| 3Y | +103.2% | +104.7% | -1.5% | +29.2% |
| 5Y | +22.8% | +23.6% | -0.7% | +2.3% |
| 10Y | +176.3% | +54.1% | +122.2% | +87.8% |
| All | +955.3% | +418.2% | +537.1% | +251.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling