+149.7%
XBI vs RBA
+206.5%
-56.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.2% | -1.6% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | -2.0% | -2.9% | +0.9% | -1.2% |
| 3M | +17.8% | -20.9% | +38.7% | +25.3% |
| 6M | +23.7% | -17.7% | +41.4% | +29.8% |
| YTD | +28.2% | -18.2% | +46.4% | +34.0% |
| 1Y | +64.0% | -29.1% | +93.1% | +79.2% |
| 3Y | +99.4% | +29.5% | +69.9% | +75.6% |
| 5Y | +19.3% | +40.2% | -20.9% | -1.2% |
| All | +149.7% | +206.5% | -56.8% | +39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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