+20.8%
XBI vs PLD
+13.9%
+6.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.0% | +0.5% | -0.5% |
| 7D | -3.6% | -0.7% | -2.9% | -3.3% |
| 30D | +0.9% | -2.2% | +3.1% | +2.0% |
| 3M | +21.4% | -7.4% | +28.8% | +25.7% |
| 6M | +25.5% | +1.9% | +23.6% | +23.4% |
| YTD | +30.8% | +7.9% | +22.9% | +24.3% |
| 1Y | +68.6% | +25.1% | +43.5% | +47.5% |
| 3Y | +103.9% | +21.9% | +82.0% | +75.9% |
| 5Y | +20.8% | +16.3% | +4.5% | +8.1% |
| All | +20.8% | +13.9% | +6.9% | +8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling