+125.0%
XBI vs MSCI
+799.8%
-674.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.6% |
| 7D | +1.9% | -0.7% | +2.6% | +2.2% |
| 30D | +3.0% | +16.2% | -13.2% | -3.9% |
| 3M | -5.1% | +16.1% | -21.3% | -11.7% |
| 6M | +12.2% | +12.9% | -0.7% | +4.3% |
| YTD | +24.1% | +14.8% | +9.3% | +13.2% |
| 1Y | +33.1% | +13.8% | +19.3% | +21.8% |
| 3Y | +127.3% | +31.2% | +96.0% | +86.5% |
| 5Y | +20.2% | +5.6% | +14.7% | +6.6% |
| All | +125.0% | +799.8% | -674.8% | -33.9% |
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