+125.0%
XBI vs RACE
+717.8%
-592.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -2.2% |
| 7D | +1.9% | -4.0% | +5.9% | +3.8% |
| 30D | +3.0% | +3.5% | -0.5% | +1.4% |
| 3M | -5.1% | -0.4% | -4.7% | -5.2% |
| 6M | +12.2% | +23.2% | -11.0% | +0.9% |
| YTD | +24.1% | +11.0% | +13.1% | +15.9% |
| 1Y | +33.1% | -2.2% | +35.3% | +31.8% |
| 3Y | +127.3% | +22.5% | +104.7% | +89.3% |
| 5Y | +20.2% | +63.2% | -42.9% | -16.5% |
| All | +125.0% | +717.8% | -592.8% | -24.4% |
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