+64.0%
XBI vs TPR
+12.3%
+51.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.8% |
| 7D | -4.6% | -3.0% | -1.7% | -4.2% |
| 30D | -2.0% | -22.6% | +20.6% | +2.2% |
| 3M | +17.8% | -18.2% | +36.0% | +21.3% |
| 6M | +23.7% | -18.0% | +41.7% | +26.7% |
| YTD | +28.2% | -6.4% | +34.6% | +30.4% |
| 1Y | +64.0% | +12.3% | +51.7% | +62.8% |
| All | +64.0% | +12.3% | +51.6% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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