+132.6%
XBI vs RACE
+738.5%
-605.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -1.8% | -3.9% | +2.1% | 0.0% |
| 30D | +3.2% | +6.8% | -3.6% | +0.2% |
| 3M | -1.1% | +1.3% | -2.5% | -1.9% |
| 6M | +16.1% | +26.3% | -10.2% | +3.3% |
| YTD | +28.3% | +13.8% | +14.5% | +18.5% |
| 1Y | +37.7% | -0.5% | +38.1% | +35.3% |
| 3Y | +134.9% | +25.6% | +109.3% | +93.4% |
| 5Y | +24.5% | +67.6% | -43.1% | -14.6% |
| All | +132.6% | +738.5% | -605.9% | -22.7% |
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