+867.3%
XBI vs SPXU
-100.0%
+967.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -0.9% |
| 7D | -4.6% | +6.4% | -11.0% | -2.2% |
| 30D | -0.8% | +5.9% | -6.7% | +1.6% |
| 3M | +21.8% | -11.7% | +33.5% | +16.9% |
| 6M | +23.2% | -28.7% | +51.9% | +10.5% |
| YTD | +28.7% | -26.4% | +55.1% | +17.6% |
| 1Y | +67.8% | -35.2% | +103.0% | +47.1% |
| 3Y | +100.6% | -79.8% | +180.5% | +25.3% |
| 5Y | +19.8% | -86.1% | +105.9% | -21.4% |
| 10Y | +159.7% | -99.5% | +259.3% | -33.2% |
| All | +867.3% | -100.0% | +967.3% | -11.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling