+107.2%
XBI vs PLD
+23.3%
+83.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -2.0% | -1.5% |
| 7D | -0.9% | -0.9% | 0.0% | -0.6% |
| 30D | +2.9% | -1.2% | +4.1% | +3.4% |
| 3M | +26.2% | -2.3% | +28.5% | +26.9% |
| 6M | +30.7% | +4.5% | +26.2% | +27.3% |
| YTD | +32.9% | +10.1% | +22.8% | +25.8% |
| 1Y | +72.3% | +25.9% | +46.4% | +52.5% |
| 3Y | +107.2% | +24.4% | +82.8% | +68.6% |
| All | +107.2% | +23.3% | +83.9% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling