+40.6%
XBI vs Q
+79.8%
-39.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.8% |
| 7D | -4.6% | +4.9% | -9.6% | -5.3% |
| 30D | -2.0% | -11.0% | +9.0% | -0.3% |
| 3M | +17.8% | -15.2% | +33.0% | +19.7% |
| 6M | +23.7% | +8.8% | +14.9% | +19.3% |
| YTD | +28.2% | +55.1% | -26.9% | +19.6% |
| All | +40.6% | +79.8% | -39.2% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling