+99.4%
XBI vs TE
-26.8%
+126.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.4% |
| 7D | -4.6% | +0.2% | -4.9% | -4.7% |
| 30D | -2.0% | -5.9% | +3.9% | -1.8% |
| 3M | +17.8% | -45.6% | +63.4% | +21.6% |
| 6M | +23.7% | -43.4% | +67.1% | +25.4% |
| YTD | +28.2% | -31.0% | +59.2% | +26.7% |
| 1Y | +64.0% | +145.2% | -81.2% | +41.7% |
| 3Y | +99.4% | -24.1% | +123.5% | +73.2% |
| All | +99.4% | -26.8% | +126.2% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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