+64.0%
XBI vs U
+1.1%
+62.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -0.7% |
| 7D | -4.6% | +5.5% | -10.2% | -5.0% |
| 30D | -2.0% | -1.3% | -0.7% | -1.9% |
| 3M | +17.8% | +64.6% | -46.8% | +13.4% |
| 6M | +23.7% | +119.4% | -95.6% | +17.2% |
| YTD | +28.2% | -0.5% | +28.7% | +26.0% |
| 1Y | +64.0% | +1.3% | +62.7% | +59.2% |
| All | +64.0% | +1.1% | +62.9% | +59.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling