+955.3%
XBI vs PLD
+420.0%
+535.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +0.9% | -2.4% | +3.3% | +1.6% |
| 30D | +7.1% | -2.4% | +9.5% | +7.9% |
| 3M | +22.9% | -3.8% | +26.7% | +24.1% |
| 6M | +29.7% | 0.0% | +29.7% | +29.4% |
| YTD | +34.5% | +9.2% | +25.2% | +30.3% |
| 1Y | +76.1% | +25.9% | +50.1% | +63.2% |
| 3Y | +103.2% | +21.3% | +81.9% | +88.9% |
| 5Y | +22.8% | +14.1% | +8.7% | +15.8% |
| 10Y | +176.3% | +237.9% | -61.6% | +90.8% |
| All | +955.3% | +420.0% | +535.3% | +413.3% |
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