+151.4%
ADBE vs XBI
+160.4%
-9.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | -5.4% | -4.6% | -0.7% | -3.2% |
| 30D | -2.5% | -2.0% | -0.5% | -1.8% |
| 3M | +15.3% | +17.8% | -2.5% | +5.7% |
| 6M | -7.8% | +23.7% | -31.6% | -18.3% |
| YTD | -27.9% | +28.2% | -56.2% | -37.6% |
| 1Y | -28.0% | +64.0% | -92.0% | -45.2% |
| 3Y | -55.3% | +99.4% | -154.7% | -70.6% |
| 5Y | -61.7% | +19.3% | -81.1% | -67.6% |
| All | +151.4% | +160.4% | -9.0% | +52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling