+139.4%
XBI vs PLD
+269.0%
-129.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.8% | -1.0% | -0.7% | -1.2% |
| 30D | +3.2% | -1.8% | +5.1% | +4.1% |
| 3M | -1.1% | -6.0% | +4.9% | +1.8% |
| 6M | +16.1% | -8.4% | +24.5% | +20.4% |
| YTD | +28.3% | +4.2% | +24.1% | +24.3% |
| 1Y | +37.7% | +6.2% | +31.5% | +32.1% |
| 3Y | +134.9% | +37.0% | +98.0% | +93.7% |
| 5Y | +24.5% | +1.2% | +23.4% | +17.3% |
| 10Y | +139.4% | +272.2% | -132.8% | +41.0% |
| All | +139.4% | +269.0% | -129.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling