+165.0%
XBI vs USB
+109.3%
+55.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.2% |
| 7D | +0.9% | +1.4% | -0.6% | +0.3% |
| 30D | +7.1% | -1.3% | +8.4% | +7.5% |
| 3M | +22.9% | +15.2% | +7.7% | +15.9% |
| 6M | +29.7% | +18.8% | +10.9% | +20.7% |
| YTD | +34.5% | +21.0% | +13.5% | +23.8% |
| 1Y | +76.1% | +34.0% | +42.0% | +55.4% |
| 3Y | +103.2% | +95.3% | +7.9% | +52.7% |
| 5Y | +22.8% | +40.4% | -17.5% | +2.5% |
| All | +165.0% | +109.3% | +55.7% | +50.4% |
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