+943.2%
XBI vs NDAQ
+793.2%
+150.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.4% |
| 7D | -0.9% | -2.6% | +1.7% | 0.0% |
| 30D | +2.9% | +0.5% | +2.4% | +2.6% |
| 3M | +26.2% | +9.9% | +16.3% | +20.9% |
| 6M | +30.7% | +8.2% | +22.5% | +25.7% |
| YTD | +32.9% | -1.5% | +34.4% | +31.8% |
| 1Y | +72.3% | +1.3% | +70.9% | +68.6% |
| 3Y | +107.2% | +92.6% | +14.6% | +58.6% |
| 5Y | +23.2% | +53.8% | -30.7% | +2.2% |
| 10Y | +158.5% | +376.0% | -217.4% | +44.8% |
| All | +943.2% | +793.2% | +150.0% | +310.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling