-22.6%
ADBE vs XBI
+75.8%
-98.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.7% |
| 7D | -8.6% | +0.9% | -9.5% | -8.6% |
| 30D | +2.8% | +7.1% | -4.3% | +2.8% |
| 3M | +3.1% | +22.9% | -19.8% | +2.7% |
| 6M | -2.4% | +29.7% | -32.1% | -4.0% |
| YTD | -23.9% | +34.5% | -58.3% | -25.9% |
| 1Y | -22.6% | +76.1% | -98.7% | -28.9% |
| All | -22.6% | +75.8% | -98.4% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 1y: compounded portfolio wealth divided by compounded XBI 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…
1y analysis · Full analysis span regression · 6 months rolling