+19.8%
XBI vs NDAQ
+48.4%
-28.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.4% |
| 7D | -4.6% | -6.8% | +2.2% | -1.2% |
| 30D | -0.8% | -3.2% | +2.4% | +0.6% |
| 3M | +21.8% | +6.5% | +15.3% | +16.5% |
| 6M | +23.2% | +5.7% | +17.4% | +17.8% |
| YTD | +28.7% | -4.6% | +33.4% | +29.7% |
| 1Y | +67.8% | -1.6% | +69.3% | +65.2% |
| 3Y | +100.6% | +86.4% | +14.2% | +27.7% |
| 5Y | +19.8% | +50.3% | -30.5% | -19.9% |
| All | +19.8% | +48.4% | -28.5% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling