+23.5%
XBI vs QLD
+121.5%
-98.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.5% |
| 7D | +0.9% | +0.6% | +0.3% | +0.6% |
| 30D | +7.1% | -0.1% | +7.2% | +7.0% |
| 3M | +22.9% | -8.4% | +31.3% | +25.8% |
| 6M | +29.7% | +32.2% | -2.5% | +12.9% |
| YTD | +34.5% | +28.9% | +5.6% | +18.0% |
| 1Y | +76.1% | +43.8% | +32.2% | +46.4% |
| 3Y | +103.2% | +176.6% | -73.4% | +18.3% |
| All | +23.5% | +121.5% | -98.0% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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