+106.7%
XBI vs MSCI
+6.9%
+99.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.6% | -0.4% |
| 7D | -0.9% | -2.1% | +1.2% | -0.5% |
| 30D | +2.9% | -1.7% | +4.6% | +3.1% |
| 3M | +26.2% | -8.2% | +34.4% | +27.6% |
| 6M | +30.7% | -2.4% | +33.2% | +29.9% |
| YTD | +32.9% | -2.8% | +35.8% | +31.7% |
| 1Y | +72.3% | -2.7% | +74.9% | +70.1% |
| All | +106.7% | +6.9% | +99.9% | +90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling