+149.7%
XBI vs RMD
+274.3%
-124.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -4.6% | -4.4% | -0.2% | -3.1% |
| 30D | -2.0% | -3.1% | +1.1% | -0.9% |
| 3M | +17.8% | +13.8% | +4.0% | +11.4% |
| 6M | +23.7% | -8.6% | +32.3% | +26.9% |
| YTD | +28.2% | -8.6% | +36.9% | +31.0% |
| 1Y | +64.0% | -19.7% | +83.6% | +75.7% |
| 3Y | +99.4% | +48.4% | +51.0% | +60.3% |
| 5Y | +19.3% | -22.7% | +42.1% | +23.1% |
| All | +149.7% | +274.3% | -124.6% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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