+30.6%
XBI vs U
-29.6%
+60.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.2% | -5.7% | -1.5% |
| 7D | -1.1% | +2.6% | -3.7% | -1.6% |
| 30D | +2.6% | +27.6% | -25.0% | -2.8% |
| 3M | -4.0% | +15.3% | -19.4% | -7.6% |
| 6M | +10.9% | +96.4% | -85.5% | -5.0% |
| YTD | +23.6% | +19.6% | +4.0% | +13.6% |
| 1Y | +35.1% | +42.1% | -7.0% | +19.2% |
| 3Y | +125.2% | +87.5% | +37.6% | +70.7% |
| 5Y | +19.7% | -73.1% | +92.9% | +23.8% |
| All | +30.6% | -29.6% | +60.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 10y: compounded portfolio wealth divided by compounded U 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…
10y analysis · Full analysis span regression · 6 months rolling