+99.4%
XBI vs MOH
-36.3%
+135.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.5% |
| 7D | -4.6% | +1.7% | -6.4% | -4.7% |
| 30D | -2.0% | -0.9% | -1.1% | -2.0% |
| 3M | +17.8% | +5.7% | +12.1% | +17.4% |
| 6M | +23.7% | +39.1% | -15.4% | +21.7% |
| YTD | +28.2% | +17.7% | +10.5% | +26.6% |
| 1Y | +64.0% | +8.4% | +55.6% | +62.3% |
| 3Y | +99.4% | -36.6% | +136.0% | +113.5% |
| All | +99.4% | -36.3% | +135.7% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling