+975.1%
XBI vs UUUU
-92.5%
+1,067.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.7% | -1.1% |
| 7D | -4.6% | -5.0% | +0.4% | -4.2% |
| 30D | -0.8% | -7.8% | +7.0% | -0.2% |
| 3M | +21.8% | -0.4% | +22.3% | +21.5% |
| 6M | +23.2% | -32.9% | +56.1% | +26.2% |
| YTD | +28.7% | -6.3% | +35.0% | +27.1% |
| 1Y | +67.8% | +7.9% | +59.9% | +61.6% |
| 3Y | +100.6% | +85.2% | +15.5% | +78.9% |
| 5Y | +19.8% | +97.0% | -77.2% | +4.2% |
| 10Y | +159.7% | +492.6% | -332.9% | +97.2% |
| All | +975.1% | -92.5% | +1,067.6% | +721.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling