+100.2%
XBI vs RTX
+162.3%
-62.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -4.6% | -2.0% | -2.6% | -4.1% |
| 30D | -0.8% | -11.2% | +10.4% | +2.1% |
| 3M | +21.8% | +12.0% | +9.8% | +17.7% |
| 6M | +23.2% | -3.6% | +26.8% | +23.5% |
| YTD | +28.7% | +9.2% | +19.5% | +25.0% |
| 1Y | +67.8% | +29.7% | +38.1% | +55.7% |
| All | +100.2% | +162.3% | -62.1% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling