+955.3%
XBI vs TAP
+114.2%
+841.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | +0.9% | -2.3% | +3.2% | +1.6% |
| 30D | +7.1% | -2.1% | +9.2% | +7.6% |
| 3M | +22.9% | +6.6% | +16.3% | +19.8% |
| 6M | +29.7% | -11.5% | +41.2% | +33.4% |
| YTD | +34.5% | -10.3% | +44.7% | +37.1% |
| 1Y | +76.1% | -14.4% | +90.4% | +81.6% |
| 3Y | +103.2% | -28.3% | +131.5% | +118.7% |
| 5Y | +22.8% | +1.7% | +21.1% | +15.9% |
| 10Y | +176.3% | -49.2% | +225.5% | +211.8% |
| All | +955.3% | +114.2% | +841.1% | +602.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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