+955.3%
XBI vs RBA
+739.1%
+216.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.4% |
| 7D | +0.9% | -2.9% | +3.8% | +1.8% |
| 30D | +7.1% | -12.3% | +19.4% | +11.2% |
| 3M | +22.9% | -20.5% | +43.4% | +30.5% |
| 6M | +29.7% | -18.5% | +48.2% | +36.5% |
| YTD | +34.5% | -18.2% | +52.7% | +40.7% |
| 1Y | +76.1% | -27.5% | +103.6% | +90.7% |
| 3Y | +103.2% | +38.1% | +65.1% | +77.3% |
| 5Y | +22.8% | +44.8% | -21.9% | +2.8% |
| 10Y | +176.3% | +187.1% | -10.9% | +78.7% |
| All | +955.3% | +739.1% | +216.2% | +319.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling