+19.9%
XBI vs RMD
-23.0%
+43.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -4.6% | -4.4% | -0.2% | -3.2% |
| 30D | -2.0% | -3.1% | +1.1% | -1.0% |
| 3M | +17.8% | +13.8% | +4.0% | +11.8% |
| 6M | +23.7% | -8.6% | +32.3% | +26.8% |
| YTD | +28.2% | -8.6% | +36.9% | +30.8% |
| 1Y | +64.0% | -19.7% | +83.6% | +75.1% |
| 3Y | +99.4% | +48.4% | +51.0% | +58.2% |
| All | +19.9% | -23.0% | +43.0% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling