+149.7%
XBI vs RTX
+286.0%
-136.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -4.6% | -1.5% | -3.1% | -4.1% |
| 30D | -2.0% | -11.0% | +9.0% | +2.5% |
| 3M | +17.8% | +7.7% | +10.1% | +13.8% |
| 6M | +23.7% | -3.9% | +27.6% | +24.9% |
| YTD | +28.2% | +9.0% | +19.3% | +22.7% |
| 1Y | +64.0% | +27.3% | +36.7% | +46.8% |
| 3Y | +99.4% | +172.9% | -73.5% | +26.5% |
| 5Y | +19.3% | +165.2% | -145.8% | -24.2% |
| All | +149.7% | +286.0% | -136.3% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling