+99.4%
XBI vs NVD
-99.1%
+198.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | -4.6% | +10.8% | -15.5% | -3.8% |
| 30D | -2.0% | +0.8% | -2.8% | -1.7% |
| 3M | +17.8% | -20.8% | +38.6% | +16.3% |
| 6M | +23.7% | -41.2% | +64.9% | +20.0% |
| YTD | +28.2% | -44.2% | +72.4% | +24.4% |
| 1Y | +64.0% | -54.2% | +118.1% | +57.5% |
| 3Y | +99.4% | -99.1% | +198.5% | +51.9% |
| All | +99.4% | -99.1% | +198.5% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling