+133.8%
XBI vs URI
+158.6%
-24.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.3% | -0.2% |
| 7D | -1.8% | +2.4% | -4.2% | -2.3% |
| 30D | +3.2% | +8.9% | -5.6% | +1.2% |
| 3M | -1.1% | +0.8% | -1.9% | -1.6% |
| 6M | +16.1% | +23.1% | -7.0% | +9.9% |
| YTD | +28.3% | +43.1% | -14.7% | +14.7% |
| 1Y | +37.7% | +35.7% | +2.0% | +25.1% |
| All | +133.8% | +158.6% | -24.8% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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