+943.2%
XBI vs RMD
+1,296.0%
-352.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.0% | +0.1% |
| 7D | -0.9% | -4.5% | +3.6% | +0.9% |
| 30D | +2.9% | +4.6% | -1.7% | +1.0% |
| 3M | +26.2% | +14.8% | +11.4% | +18.5% |
| 6M | +30.7% | -12.1% | +42.8% | +36.3% |
| YTD | +32.9% | -7.5% | +40.4% | +35.2% |
| 1Y | +72.3% | -20.1% | +92.3% | +85.6% |
| 3Y | +107.2% | +53.9% | +53.3% | +63.2% |
| 5Y | +23.2% | -22.2% | +45.4% | +26.8% |
| 10Y | +158.5% | +268.2% | -109.7% | +30.0% |
| All | +943.2% | +1,296.0% | -352.8% | +183.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling