+71.3%
XBI vs TEM
+47.5%
+23.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -4.6% | -8.7% | +4.0% | -3.5% |
| 30D | -2.0% | +8.1% | -10.1% | -3.5% |
| 3M | +17.8% | +19.0% | -1.2% | +14.0% |
| 6M | +23.7% | +12.0% | +11.7% | +20.0% |
| YTD | +28.2% | -0.1% | +28.3% | +25.6% |
| 1Y | +64.0% | -33.5% | +97.5% | +67.7% |
| All | +71.3% | +47.5% | +23.8% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling