+107.2%
XBI vs MPC
+176.9%
-69.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.3% |
| 7D | -0.9% | +3.9% | -4.8% | -1.2% |
| 30D | +2.9% | +33.8% | -30.9% | +0.1% |
| 3M | +26.2% | +49.9% | -23.6% | +21.3% |
| 6M | +30.7% | +80.9% | -50.2% | +21.9% |
| YTD | +32.9% | +147.4% | -114.5% | +17.0% |
| 1Y | +72.3% | +123.2% | -50.9% | +54.3% |
| 3Y | +107.2% | +171.7% | -64.5% | +66.4% |
| All | +107.2% | +176.9% | -69.7% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling