+76.1%
XBI vs UUUU
+27.9%
+48.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.4% |
| 7D | +0.9% | -1.4% | +2.2% | +1.0% |
| 30D | +7.1% | +16.3% | -9.3% | +5.8% |
| 3M | +22.9% | -16.7% | +39.6% | +23.8% |
| 6M | +29.7% | -33.7% | +63.4% | +31.4% |
| YTD | +34.5% | -0.5% | +35.0% | +35.4% |
| 1Y | +76.1% | +28.9% | +47.2% | +81.2% |
| All | +76.1% | +27.9% | +48.1% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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