+149.7%
XBI vs RVTY
+145.6%
+4.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.7% |
| 7D | -4.6% | -4.5% | -0.1% | -2.5% |
| 30D | -2.0% | +5.5% | -7.5% | -4.7% |
| 3M | +17.8% | +22.5% | -4.7% | +5.8% |
| 6M | +23.7% | +38.9% | -15.2% | +3.7% |
| YTD | +28.2% | +28.7% | -0.5% | +10.4% |
| 1Y | +64.0% | +45.5% | +18.5% | +31.5% |
| 3Y | +99.4% | +16.4% | +83.0% | +71.3% |
| 5Y | +19.3% | -32.7% | +52.1% | +36.0% |
| All | +149.7% | +145.6% | +4.1% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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