+19.9%
XBI vs NTAP
+140.4%
-120.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.5% | -8.9% | -3.0% |
| 7D | -4.6% | +7.4% | -12.0% | -6.8% |
| 30D | -2.0% | -1.4% | -0.6% | -1.9% |
| 3M | +17.8% | +24.6% | -6.8% | +9.0% |
| 6M | +23.7% | +105.9% | -82.2% | -6.2% |
| YTD | +28.2% | +88.5% | -60.3% | -0.2% |
| 1Y | +64.0% | +62.1% | +1.9% | +35.2% |
| 3Y | +99.4% | +169.1% | -69.7% | +21.8% |
| All | +19.9% | +140.4% | -120.5% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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