+76.1%
XBI vs TRGP
+80.7%
-4.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | -0.4% |
| 7D | +0.9% | +0.8% | +0.1% | +0.9% |
| 30D | +7.1% | +11.5% | -4.5% | +7.4% |
| 3M | +22.9% | +9.0% | +13.9% | +23.2% |
| 6M | +29.7% | +20.5% | +9.2% | +29.7% |
| YTD | +34.5% | +59.5% | -25.0% | +32.1% |
| 1Y | +76.1% | +77.9% | -1.9% | +70.7% |
| All | +76.1% | +80.7% | -4.6% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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