+99.4%
XBI vs XME
+122.1%
-22.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | -4.6% | -4.2% | -0.4% | -3.0% |
| 30D | -2.0% | -2.7% | +0.7% | -0.9% |
| 3M | +17.8% | -3.9% | +21.7% | +19.2% |
| 6M | +23.7% | -1.0% | +24.7% | +22.6% |
| YTD | +28.2% | +9.8% | +18.4% | +20.7% |
| 1Y | +64.0% | +32.5% | +31.4% | +39.7% |
| 3Y | +99.4% | +124.3% | -24.9% | +20.2% |
| All | +99.4% | +122.1% | -22.7% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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