+124.1%
XBI vs URA
+266.3%
-142.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.1% |
| 7D | -1.1% | -1.5% | +0.5% | -0.6% |
| 30D | +2.6% | -10.4% | +13.0% | +6.3% |
| 3M | -4.0% | -29.6% | +25.6% | +7.2% |
| 6M | +10.9% | -40.3% | +51.2% | +29.6% |
| YTD | +23.6% | -25.5% | +49.1% | +31.7% |
| 1Y | +35.1% | -26.4% | +61.5% | +44.0% |
| 3Y | +125.2% | +31.4% | +93.7% | +81.8% |
| 5Y | +19.7% | +28.6% | -8.9% | -6.6% |
| All | +124.1% | +266.3% | -142.2% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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