+1,037.6%
XBI vs QLD
+7,876.9%
-6,839.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.8% | -3.7% | 0.0% |
| 7D | +3.2% | -1.4% | +4.6% | +3.7% |
| 30D | +2.0% | -19.6% | +21.6% | +12.2% |
| 3M | -0.3% | -14.1% | +13.8% | +6.1% |
| 6M | +16.6% | -13.6% | +30.2% | +21.8% |
| YTD | +28.8% | +12.5% | +16.3% | +18.3% |
| 1Y | +44.6% | +13.1% | +31.5% | +32.0% |
| 3Y | +137.1% | +154.7% | -17.6% | +39.0% |
| 5Y | +22.8% | +81.1% | -58.3% | -21.0% |
| 10Y | +149.4% | +1,418.0% | -1,268.5% | -48.9% |
| All | +1,037.6% | +7,876.9% | -6,839.3% | -7.5% |
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