+910.3%
XBI vs PNC
+586.6%
+323.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.9% |
| 7D | -4.6% | -0.9% | -3.7% | -4.3% |
| 30D | -0.8% | -4.4% | +3.6% | +0.6% |
| 3M | +21.8% | +5.3% | +16.5% | +19.6% |
| 6M | +23.2% | +19.6% | +3.6% | +16.2% |
| YTD | +28.7% | +19.1% | +9.6% | +21.2% |
| 1Y | +67.8% | +24.3% | +43.5% | +55.6% |
| 3Y | +100.6% | +132.2% | -31.5% | +52.3% |
| 5Y | +19.8% | +52.3% | -32.5% | +2.5% |
| 10Y | +159.7% | +274.8% | -115.1% | +66.1% |
| All | +910.3% | +586.6% | +323.7% | +401.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling