+150.7%
XBI vs MSCI
+625.6%
-474.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.4% | -1.0% |
| 7D | -4.6% | -4.7% | +0.1% | -2.5% |
| 30D | -0.8% | -2.2% | +1.4% | 0.0% |
| 3M | +21.8% | -9.7% | +31.5% | +25.9% |
| 6M | +23.2% | +0.3% | +22.9% | +20.7% |
| YTD | +28.7% | -3.5% | +32.2% | +27.3% |
| 1Y | +67.8% | -1.4% | +69.1% | +63.1% |
| 3Y | +100.6% | +6.6% | +94.1% | +81.4% |
| 5Y | +19.8% | -10.9% | +30.7% | +14.5% |
| All | +150.7% | +625.6% | -474.9% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling