+1,087.7%
XBI vs QLD
+9,036.4%
-7,948.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +26.0% |
| 6M | +29.7% | +32.2% | -2.5% | +11.7% |
| YTD | +34.5% | +28.9% | +5.6% | +16.8% |
| 1Y | +76.1% | +43.8% | +32.2% | +44.2% |
| 3Y | +103.2% | +176.6% | -73.4% | +15.0% |
| 5Y | +22.8% | +121.6% | -98.7% | -27.8% |
| 10Y | +176.3% | +1,652.9% | -1,476.6% | -46.6% |
| All | +1,087.7% | +9,036.4% | -7,948.7% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling