+33.1%
XBI vs MSCI
+12.8%
+20.3%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.2% |
| 7D | +1.9% | -0.7% | +2.6% | +1.9% |
| 30D | +3.0% | +16.2% | -13.2% | +3.3% |
| 3M | -5.1% | +16.1% | -21.3% | -4.9% |
| 6M | +12.2% | +12.9% | -0.7% | +12.0% |
| YTD | +24.1% | +14.8% | +9.3% | +23.2% |
| 1Y | +33.1% | +13.8% | +19.3% | +32.9% |
| All | +33.1% | +12.8% | +20.3% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling