+874.1%
XBI vs PLD
+390.6%
+483.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.1% | -2.9% |
| 7D | +1.9% | 0.0% | +1.9% | +1.9% |
| 30D | +3.0% | -3.7% | +6.7% | +4.2% |
| 3M | -5.1% | -7.9% | +2.8% | -2.8% |
| 6M | +12.2% | -9.2% | +21.4% | +15.2% |
| YTD | +24.1% | +3.1% | +21.1% | +22.4% |
| 1Y | +33.1% | +6.2% | +26.9% | +30.0% |
| 3Y | +127.3% | +35.4% | +91.8% | +104.5% |
| 5Y | +20.2% | +0.1% | +20.2% | +17.8% |
| 10Y | +131.6% | +268.0% | -136.4% | +57.1% |
| All | +874.1% | +390.6% | +483.5% | +382.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling