+20.5%
XBI vs ONON
-22.6%
+43.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.9% |
| 7D | -4.6% | -2.1% | -2.6% | -4.2% |
| 30D | -2.0% | -11.6% | +9.6% | +0.7% |
| 3M | +17.8% | -30.1% | +47.9% | +26.3% |
| 6M | +23.7% | -30.5% | +54.2% | +32.0% |
| YTD | +28.2% | -41.0% | +69.3% | +41.7% |
| 1Y | +64.0% | -36.7% | +100.7% | +76.5% |
| 3Y | +99.4% | -8.6% | +108.0% | +84.5% |
| All | +20.5% | -22.6% | +43.1% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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