+19.8%
XBI vs SPOT
+111.2%
-91.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -4.6% | -6.9% | +2.3% | -2.7% |
| 30D | -0.8% | +4.1% | -4.9% | -2.1% |
| 3M | +21.8% | +3.7% | +18.1% | +20.0% |
| 6M | +23.2% | -1.6% | +24.8% | +22.0% |
| YTD | +28.7% | -10.2% | +38.9% | +29.7% |
| 1Y | +67.8% | -25.9% | +93.7% | +78.9% |
| 3Y | +100.6% | +235.6% | -134.9% | +16.7% |
| 5Y | +19.8% | +110.6% | -90.8% | -22.9% |
| All | +19.8% | +111.2% | -91.4% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling