+544.9%
ADBE vs XBI
+921.6%
-376.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.1% |
| 7D | -8.9% | -3.6% | -5.3% | -7.2% |
| 30D | -6.6% | +0.9% | -7.5% | -7.3% |
| 3M | +7.1% | +21.4% | -14.3% | -4.2% |
| 6M | -9.8% | +25.5% | -35.3% | -21.4% |
| YTD | -27.2% | +30.8% | -58.0% | -38.3% |
| 1Y | -28.0% | +68.6% | -96.6% | -47.0% |
| 3Y | -54.5% | +103.9% | -158.4% | -71.1% |
| 5Y | -61.5% | +20.8% | -82.2% | -68.3% |
| 10Y | +156.4% | +164.0% | -7.5% | +27.6% |
| All | +544.9% | +921.6% | -376.7% | -4.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling