+23.2%
XBI vs RSG
-2.8%
+26.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.8% |
| 7D | -4.6% | -1.8% | -2.8% | -5.0% |
| 30D | -0.8% | +2.8% | -3.6% | -0.1% |
| 3M | +21.8% | +4.3% | +17.5% | +23.0% |
| 6M | +23.2% | -0.5% | +23.7% | +24.0% |
| All | +23.2% | -2.8% | +26.0% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 6mo: compounded portfolio wealth divided by compounded RSG 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…
6mo analysis · Full analysis span regression · 6 months rolling