+70.5%
XBI vs ROIV
+209.9%
-139.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.8% |
| 7D | -3.6% | +22.3% | -25.9% | -10.0% |
| 30D | +0.9% | +16.9% | -16.0% | -4.3% |
| 3M | +21.4% | +43.9% | -22.5% | +7.2% |
| 6M | +25.5% | +41.6% | -16.1% | +10.6% |
| YTD | +30.8% | +92.7% | -61.8% | +6.6% |
| All | +70.5% | +209.9% | -139.4% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling