+19.9%
XBI vs PNC
+51.4%
-31.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -4.6% | -0.6% | -4.1% | -4.4% |
| 30D | -2.0% | -4.4% | +2.4% | -0.1% |
| 3M | +17.8% | +5.2% | +12.6% | +14.6% |
| 6M | +23.7% | +20.6% | +3.1% | +12.7% |
| YTD | +28.2% | +19.8% | +8.5% | +16.4% |
| 1Y | +64.0% | +24.4% | +39.5% | +45.7% |
| 3Y | +99.4% | +131.2% | -31.8% | +26.8% |
| All | +19.9% | +51.4% | -31.5% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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