+22.7%
XBI vs URI
+211.3%
-188.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.7% | -1.3% |
| 7D | -0.9% | +2.5% | -3.4% | -1.7% |
| 30D | +2.9% | -12.5% | +15.4% | +7.2% |
| 3M | +26.2% | -6.2% | +32.4% | +27.9% |
| 6M | +30.7% | +25.9% | +4.8% | +18.7% |
| YTD | +32.9% | +26.2% | +6.7% | +19.0% |
| 1Y | +72.3% | +5.5% | +66.8% | +64.5% |
| 3Y | +107.2% | +125.0% | -17.8% | +38.8% |
| All | +22.7% | +211.3% | -188.7% | -33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling