+99.4%
XBI vs NDAQ
+84.5%
+14.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -4.6% | -5.6% | +0.9% | -2.8% |
| 30D | -2.0% | -4.4% | +2.3% | -0.6% |
| 3M | +17.8% | +5.9% | +11.9% | +14.4% |
| 6M | +23.7% | +7.7% | +16.0% | +19.0% |
| YTD | +28.2% | -5.2% | +33.4% | +29.9% |
| 1Y | +64.0% | -3.4% | +67.3% | +64.3% |
| 3Y | +99.4% | +85.6% | +13.8% | +42.7% |
| All | +99.4% | +84.5% | +14.9% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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