+76.1%
XBI vs USFD
+34.2%
+41.8%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | +0.9% | -3.0% | +3.9% | +1.2% |
| 30D | +7.1% | +3.5% | +3.5% | +6.6% |
| 3M | +22.9% | +26.6% | -3.7% | +19.3% |
| 6M | +29.7% | +11.7% | +18.0% | +27.5% |
| YTD | +34.5% | +38.1% | -3.7% | +29.3% |
| 1Y | +76.1% | +33.4% | +42.7% | +69.4% |
| All | +76.1% | +34.2% | +41.8% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling