+124.1%
XBI vs PLD
+268.4%
-144.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -1.1% | +1.3% | -2.4% | -1.7% |
| 30D | +2.6% | -1.4% | +3.9% | +3.3% |
| 3M | -4.0% | -8.2% | +4.1% | -0.1% |
| 6M | +10.9% | -8.0% | +18.9% | +14.8% |
| YTD | +23.6% | +3.2% | +20.4% | +20.4% |
| 1Y | +35.1% | +7.0% | +28.1% | +29.1% |
| 3Y | +125.2% | +38.3% | +86.9% | +84.8% |
| 5Y | +19.7% | +0.2% | +19.5% | +13.3% |
| All | +124.1% | +268.4% | -144.3% | +38.2% |
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