+910.8%
XBI vs PLD
+398.2%
+512.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.8% | +0.3% | +2.2% |
| 7D | +3.2% | +0.7% | +2.5% | +3.0% |
| 30D | +2.0% | +0.8% | +1.2% | +1.7% |
| 3M | -0.3% | -6.1% | +5.8% | +1.6% |
| 6M | +16.6% | -8.0% | +24.6% | +19.2% |
| YTD | +28.8% | +4.7% | +24.1% | +26.4% |
| 1Y | +44.6% | +7.2% | +37.4% | +40.8% |
| 3Y | +137.1% | +39.2% | +97.9% | +111.5% |
| 5Y | +22.8% | +1.9% | +20.9% | +19.6% |
| 10Y | +149.4% | +256.8% | -107.3% | +70.4% |
| All | +910.8% | +398.2% | +512.6% | +397.8% |
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