+103.5%
XBI vs URA
+116.4%
-13.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.2% | -1.3% |
| 7D | -3.6% | +5.7% | -9.4% | -4.7% |
| 30D | +0.9% | +5.6% | -4.7% | -0.3% |
| 3M | +21.4% | +6.2% | +15.2% | +19.5% |
| 6M | +25.5% | -8.2% | +33.7% | +26.4% |
| YTD | +30.8% | +9.7% | +21.2% | +26.9% |
| 1Y | +68.6% | +17.0% | +51.6% | +59.7% |
| All | +103.5% | +116.4% | -13.0% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling