+159.4%
XBI vs RACE
+647.6%
-488.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.5% |
| 7D | +0.9% | -2.5% | +3.4% | +2.0% |
| 30D | +7.1% | +0.8% | +6.3% | +6.6% |
| 3M | +22.9% | +17.2% | +5.7% | +13.9% |
| 6M | +29.7% | +13.6% | +16.1% | +21.2% |
| YTD | +34.5% | +12.2% | +22.3% | +25.4% |
| 1Y | +76.1% | -16.3% | +92.3% | +85.6% |
| 3Y | +103.2% | +36.4% | +66.7% | +62.0% |
| 5Y | +22.8% | +95.0% | -72.1% | -19.3% |
| 10Y | +176.3% | +813.2% | -637.0% | -5.8% |
| All | +159.4% | +647.6% | -488.2% | -12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling