+47.9%
XBI vs TEM
-11.1%
+59.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.8% | +5.5% | +3.2% |
| 7D | +1.0% | -1.3% | +2.3% | +1.1% |
| 30D | +1.9% | -9.5% | +11.4% | +3.2% |
| 3M | +4.8% | +60.7% | -55.9% | -6.1% |
| 6M | +19.3% | +35.5% | -16.2% | +9.7% |
| YTD | +30.6% | +28.0% | +2.6% | +19.1% |
| 1Y | +47.9% | -10.5% | +58.4% | +44.2% |
| All | +47.9% | -11.1% | +59.0% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 1y: compounded portfolio wealth divided by compounded TEM 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…
1y analysis · Full analysis span regression · 6 months rolling