+149.7%
XBI vs UUUU
+465.5%
-315.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | +0.3% |
| 7D | -4.6% | -10.5% | +5.9% | -3.1% |
| 30D | -2.0% | -10.5% | +8.5% | -0.5% |
| 3M | +17.8% | -14.1% | +31.9% | +19.7% |
| 6M | +23.7% | -35.5% | +59.2% | +29.6% |
| YTD | +28.2% | -10.9% | +39.2% | +25.8% |
| 1Y | +64.0% | +3.4% | +60.6% | +53.0% |
| 3Y | +99.4% | +73.1% | +26.3% | +60.4% |
| 5Y | +19.3% | +87.1% | -67.8% | -9.5% |
| All | +149.7% | +465.5% | -315.8% | +40.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling