+19.8%
XBI vs OPEN
-85.3%
+105.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.7% | +5.1% | -0.8% |
| 7D | -4.6% | -10.5% | +5.9% | -3.4% |
| 30D | -0.8% | -21.8% | +21.0% | +2.0% |
| 3M | +21.8% | -37.5% | +59.3% | +27.9% |
| 6M | +23.2% | -44.1% | +67.3% | +30.1% |
| YTD | +28.7% | -52.0% | +80.7% | +37.3% |
| 1Y | +67.8% | -52.2% | +120.0% | +69.5% |
| 3Y | +100.6% | -25.9% | +126.6% | +62.6% |
| 5Y | +19.8% | -85.1% | +104.9% | +11.0% |
| All | +19.8% | -85.3% | +105.1% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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