+64.0%
XBI vs TT
+6.6%
+57.3%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -4.6% | -1.2% | -3.4% | -4.4% |
| 30D | -2.0% | -7.3% | +5.3% | -0.3% |
| 3M | +17.8% | -3.6% | +21.4% | +18.0% |
| 6M | +23.7% | +2.8% | +20.9% | +21.4% |
| YTD | +28.2% | +14.5% | +13.7% | +23.5% |
| 1Y | +64.0% | +7.4% | +56.6% | +61.0% |
| All | +64.0% | +6.6% | +57.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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