+87.1%
XBI vs SPOT
+216.9%
-129.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.6% |
| 7D | -4.6% | -3.1% | -1.6% | -3.8% |
| 30D | -2.0% | +7.4% | -9.4% | -4.1% |
| 3M | +17.8% | +8.2% | +9.6% | +14.6% |
| 6M | +23.7% | +2.2% | +21.5% | +21.0% |
| YTD | +28.2% | -9.5% | +37.7% | +28.6% |
| 1Y | +64.0% | -23.8% | +87.8% | +72.8% |
| 3Y | +99.4% | +233.5% | -134.1% | +22.3% |
| 5Y | +19.3% | +112.2% | -92.9% | -21.5% |
| All | +87.1% | +216.9% | -129.8% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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