+926.8%
XBI vs TSN
+425.8%
+501.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -1.3% |
| 7D | -3.6% | -7.3% | +3.7% | -1.8% |
| 30D | +0.9% | -8.6% | +9.5% | +3.1% |
| 3M | +21.4% | -7.5% | +29.0% | +23.5% |
| 6M | +25.5% | -14.1% | +39.6% | +29.7% |
| YTD | +30.8% | -9.4% | +40.3% | +33.2% |
| 1Y | +68.6% | -4.1% | +72.7% | +68.7% |
| 3Y | +103.9% | +10.3% | +93.6% | +94.5% |
| 5Y | +20.8% | -19.7% | +40.5% | +24.0% |
| 10Y | +164.0% | -7.0% | +171.0% | +148.9% |
| All | +926.8% | +425.8% | +501.0% | +468.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 all: compounded portfolio wealth divided by compounded TSN 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…
all analysis · Full analysis span regression · 6 months rolling