+103.5%
XBI vs U
+11.2%
+92.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -3.6% | +4.4% | -8.0% | -4.2% |
| 30D | +0.9% | -1.3% | +2.2% | +1.0% |
| 3M | +21.4% | +49.6% | -28.1% | +14.0% |
| 6M | +25.5% | +100.2% | -74.7% | +12.4% |
| YTD | +30.8% | -3.7% | +34.5% | +28.8% |
| 1Y | +68.6% | -6.5% | +75.1% | +65.1% |
| All | +103.5% | +11.2% | +92.2% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling