+874.1%
XBI vs URI
+3,857.9%
-2,983.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.0% |
| 7D | +1.9% | +9.3% | -7.4% | -0.6% |
| 30D | +3.0% | +7.6% | -4.6% | +0.9% |
| 3M | -5.1% | +1.0% | -6.2% | -5.8% |
| 6M | +12.2% | +19.8% | -7.7% | +5.9% |
| YTD | +24.1% | +41.9% | -17.7% | +9.7% |
| 1Y | +33.1% | +33.4% | -0.3% | +19.6% |
| 3Y | +127.3% | +156.0% | -28.8% | +66.4% |
| 5Y | +20.2% | +209.5% | -189.3% | -18.1% |
| 10Y | +131.6% | +1,199.8% | -1,068.2% | -0.7% |
| All | +874.1% | +3,857.9% | -2,983.8% | +129.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling