+153.6%
XHB vs BBIO
+136.7%
+16.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -4.6% | -3.2% | -1.4% | -4.3% |
| 30D | -9.1% | -13.6% | +4.5% | -7.6% |
| 3M | -8.6% | +7.2% | -15.8% | -9.5% |
| 6M | -4.0% | +1.5% | -5.5% | -4.5% |
| YTD | -3.9% | -5.3% | +1.4% | -4.1% |
| 1Y | -16.5% | +37.7% | -54.2% | -20.4% |
| 3Y | +22.6% | +153.9% | -131.3% | +6.3% |
| 5Y | +33.9% | +43.9% | -9.9% | +3.5% |
| All | +153.6% | +136.7% | +16.9% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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