+76.1%
XBI vs MPC
+120.1%
-44.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.3% |
| 7D | +0.9% | +5.4% | -4.6% | +1.4% |
| 30D | +7.1% | +31.0% | -23.9% | +9.9% |
| 3M | +22.9% | +46.0% | -23.1% | +27.8% |
| 6M | +29.7% | +77.3% | -47.6% | +35.6% |
| YTD | +34.5% | +141.9% | -107.4% | +37.4% |
| 1Y | +76.1% | +120.9% | -44.9% | +84.6% |
| All | +76.1% | +120.1% | -44.0% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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