+169.2%
XBI vs USB
+92.8%
+76.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +2.8% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +1.3% | +5.8% | -4.5% | -0.9% |
| 3M | -1.5% | -6.0% | +4.5% | +0.6% |
| 6M | +10.7% | +7.8% | +2.9% | +6.9% |
| YTD | +25.0% | +14.6% | +10.4% | +17.4% |
| 1Y | +39.9% | +31.8% | +8.1% | +24.3% |
| 3Y | +119.2% | +91.5% | +27.7% | +66.7% |
| 5Y | +16.6% | +22.0% | -5.4% | +2.8% |
| All | +169.2% | +92.8% | +76.3% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling