+99.4%
XBI vs SPXU
-79.9%
+179.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -1.2% |
| 7D | -4.6% | +2.5% | -7.1% | -3.8% |
| 30D | -2.0% | +4.2% | -6.2% | -0.5% |
| 3M | +17.8% | -9.3% | +27.0% | +14.5% |
| 6M | +23.7% | -30.7% | +54.4% | +11.0% |
| YTD | +28.2% | -28.1% | +56.4% | +17.0% |
| 1Y | +64.0% | -35.2% | +99.2% | +45.5% |
| 3Y | +99.4% | -79.9% | +179.3% | +20.9% |
| All | +99.4% | -79.9% | +179.3% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling