+99.4%
XBI vs UUUU
+74.5%
+24.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | +0.1% |
| 7D | -4.6% | -10.5% | +5.9% | -3.7% |
| 30D | -2.0% | -10.5% | +8.5% | -1.1% |
| 3M | +17.8% | -14.1% | +31.9% | +18.9% |
| 6M | +23.7% | -35.5% | +59.2% | +26.9% |
| YTD | +28.2% | -10.9% | +39.2% | +27.6% |
| 1Y | +64.0% | +3.4% | +60.6% | +58.2% |
| 3Y | +99.4% | +73.1% | +26.3% | +71.6% |
| All | +99.4% | +74.5% | +24.9% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling