+150.7%
XBI vs RACE
+832.2%
-681.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.3% |
| 7D | -4.6% | -2.2% | -2.4% | -3.7% |
| 30D | -0.8% | -0.4% | -0.4% | -0.7% |
| 3M | +21.8% | +17.9% | +3.9% | +12.3% |
| 6M | +23.2% | +19.3% | +3.9% | +12.4% |
| YTD | +28.7% | +11.9% | +16.9% | +20.0% |
| 1Y | +67.8% | -12.7% | +80.5% | +73.7% |
| 3Y | +100.6% | +41.1% | +59.6% | +54.8% |
| 5Y | +19.8% | +94.1% | -74.2% | -23.4% |
| All | +150.7% | +832.2% | -681.5% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling