+82.6%
XBI vs TLN
+571.8%
-489.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -1.3% |
| 7D | -4.6% | +2.0% | -6.6% | -4.8% |
| 30D | -0.8% | -12.9% | +12.2% | +0.7% |
| 3M | +21.8% | -7.4% | +29.3% | +22.4% |
| 6M | +23.2% | -6.0% | +29.2% | +23.2% |
| YTD | +28.7% | -16.9% | +45.6% | +29.8% |
| 1Y | +67.8% | -22.6% | +90.4% | +70.0% |
| 3Y | +100.6% | +469.0% | -368.4% | +41.2% |
| All | +82.6% | +571.8% | -489.2% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded TLN 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling