+20.2%
XBI vs NET
+36.7%
-16.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.6% | +5.2% | +3.2% |
| 7D | +1.0% | -16.4% | +17.4% | +4.8% |
| 30D | +1.9% | -25.8% | +27.7% | +8.3% |
| 3M | +4.8% | -11.5% | +16.3% | +6.2% |
| 6M | +19.3% | +18.9% | +0.4% | +11.0% |
| YTD | +30.6% | +35.2% | -4.6% | +15.7% |
| 1Y | +47.9% | +14.5% | +33.4% | +36.1% |
| 3Y | +124.0% | +313.8% | -189.8% | +39.6% |
| 5Y | +20.2% | +32.6% | -12.4% | -14.7% |
| All | +20.2% | +36.7% | -16.5% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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