+133.1%
XBI vs USB
+102.0%
+31.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.0% |
| 7D | +0.1% | +1.4% | -1.4% | -0.5% |
| 30D | +0.8% | +6.4% | -5.6% | -1.8% |
| 3M | -1.9% | -4.5% | +2.6% | -0.2% |
| 6M | +15.2% | +11.4% | +3.8% | +9.0% |
| YTD | +27.3% | +17.1% | +10.2% | +16.9% |
| 1Y | +41.5% | +32.6% | +8.9% | +22.2% |
| 3Y | +133.1% | +101.8% | +31.2% | +53.9% |
| All | +133.1% | +102.0% | +31.1% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling