+64.0%
XBI vs SPGI
-19.0%
+83.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | -4.6% | -7.4% | +2.7% | -4.5% |
| 30D | -2.0% | +0.4% | -2.4% | -2.1% |
| 3M | +17.8% | +5.3% | +12.5% | +17.1% |
| 6M | +23.7% | +1.7% | +22.1% | +23.3% |
| YTD | +28.2% | -16.4% | +44.6% | +28.5% |
| 1Y | +64.0% | -20.5% | +84.5% | +60.6% |
| All | +64.0% | -19.0% | +83.0% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1y: compounded portfolio wealth divided by compounded SPGI 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…
1y analysis · Full analysis span regression · 6 months rolling