+955.3%
XBI vs URI
+3,402.6%
-2,447.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -2.0% | -0.8% |
| 7D | +0.9% | -2.0% | +2.9% | +1.4% |
| 30D | +7.1% | -12.9% | +20.0% | +11.0% |
| 3M | +22.9% | -6.7% | +29.6% | +24.6% |
| 6M | +29.7% | +19.0% | +10.7% | +21.6% |
| YTD | +34.5% | +25.5% | +8.9% | +23.2% |
| 1Y | +76.1% | +5.5% | +70.5% | +68.9% |
| 3Y | +103.2% | +111.3% | -8.1% | +56.9% |
| 5Y | +22.8% | +198.6% | -175.7% | -15.3% |
| 10Y | +176.3% | +1,179.9% | -1,003.6% | +19.3% |
| All | +955.3% | +3,402.6% | -2,447.2% | +157.4% |
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