+910.3%
XBI vs NI
+1,051.5%
-141.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.4% |
| 7D | -4.6% | -0.6% | -4.0% | -4.4% |
| 30D | -0.8% | -1.4% | +0.6% | -0.3% |
| 3M | +21.8% | -10.6% | +32.4% | +27.3% |
| 6M | +23.2% | -9.9% | +33.1% | +28.0% |
| YTD | +28.7% | +1.2% | +27.6% | +27.1% |
| 1Y | +67.8% | +4.4% | +63.4% | +63.3% |
| 3Y | +100.6% | +68.6% | +32.0% | +57.2% |
| 5Y | +19.8% | +98.0% | -78.2% | -13.8% |
| 10Y | +159.7% | +143.6% | +16.1% | +59.0% |
| All | +910.3% | +1,051.5% | -141.2% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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