+107.2%
XBI vs ROIV
+253.6%
-146.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +18.8% | -19.9% | -8.2% |
| 7D | -0.9% | +20.2% | -21.1% | -8.4% |
| 30D | +2.9% | +14.1% | -11.2% | -3.0% |
| 3M | +26.2% | +45.6% | -19.4% | +7.8% |
| 6M | +30.7% | +44.1% | -13.4% | +11.7% |
| YTD | +32.9% | +91.2% | -58.2% | +0.8% |
| 1Y | +72.3% | +221.3% | -149.0% | +4.2% |
| 3Y | +107.2% | +229.2% | -122.0% | +14.9% |
| All | +107.2% | +253.6% | -146.4% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling