+76.1%
XBI vs REGN
+46.5%
+29.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.5% | +0.3% |
| 7D | +0.9% | +4.2% | -3.3% | -0.6% |
| 30D | +7.1% | +7.8% | -0.8% | +4.4% |
| 3M | +22.9% | +31.8% | -8.9% | +11.5% |
| 6M | +29.7% | +5.4% | +24.3% | +26.3% |
| YTD | +34.5% | +7.7% | +26.8% | +30.1% |
| 1Y | +76.1% | +46.7% | +29.4% | +61.6% |
| All | +76.1% | +46.5% | +29.6% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 1y: compounded portfolio wealth divided by compounded REGN 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…
1y analysis · Full analysis span regression · 6 months rolling