+100.2%
XBI vs RMD
+50.8%
+49.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -4.6% | -4.2% | -0.4% | -3.6% |
| 30D | -0.8% | -2.1% | +1.3% | -0.3% |
| 3M | +21.8% | +13.8% | +8.1% | +17.5% |
| 6M | +23.2% | -10.6% | +33.8% | +26.1% |
| YTD | +28.7% | -8.1% | +36.8% | +30.4% |
| 1Y | +67.8% | -18.0% | +85.7% | +74.9% |
| All | +100.2% | +50.8% | +49.4% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling