+906.3%
XBI vs REGN
+4,763.5%
-3,857.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.2% |
| 7D | -4.6% | -5.6% | +0.9% | -2.5% |
| 30D | -2.0% | -2.0% | 0.0% | -1.2% |
| 3M | +17.8% | +28.0% | -10.2% | +6.9% |
| 6M | +23.7% | +1.2% | +22.6% | +22.6% |
| YTD | +28.2% | +1.6% | +26.6% | +26.7% |
| 1Y | +64.0% | +38.2% | +25.7% | +42.7% |
| 3Y | +99.4% | -5.4% | +104.8% | +97.2% |
| 5Y | +19.3% | +21.3% | -1.9% | +5.5% |
| 10Y | +158.7% | +105.2% | +53.5% | +81.3% |
| All | +906.3% | +4,763.5% | -3,857.2% | +114.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling