+103.5%
XBI vs TMUS
+34.9%
+68.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.6% |
| 7D | -3.6% | -5.3% | +1.7% | -3.6% |
| 30D | +0.9% | +0.1% | +0.8% | +0.9% |
| 3M | +21.4% | -0.6% | +22.0% | +21.3% |
| 6M | +25.5% | -17.5% | +43.0% | +27.4% |
| YTD | +30.8% | -11.3% | +42.1% | +31.5% |
| 1Y | +68.6% | -25.4% | +94.0% | +74.6% |
| All | +103.5% | +34.9% | +68.6% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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