+943.2%
XBI vs RTX
+781.4%
+161.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.2% | -0.7% |
| 7D | -0.9% | -3.1% | +2.2% | +0.6% |
| 30D | +2.9% | -10.6% | +13.5% | +8.5% |
| 3M | +26.2% | +11.6% | +14.6% | +18.8% |
| 6M | +30.7% | -4.5% | +35.2% | +32.6% |
| YTD | +32.9% | +9.6% | +23.4% | +25.4% |
| 1Y | +72.3% | +30.8% | +41.4% | +48.0% |
| 3Y | +107.2% | +152.8% | -45.6% | +23.3% |
| 5Y | +23.2% | +167.1% | -143.9% | -29.9% |
| 10Y | +158.5% | +275.2% | -116.6% | +11.4% |
| All | +943.2% | +781.4% | +161.8% | +168.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling