+358.3%
DELL vs XBI
+66.9%
+291.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.4% | +12.4% | +12.2% |
| 7D | +8.2% | -4.6% | +12.9% | +10.8% |
| 30D | +17.1% | -2.0% | +19.1% | +17.9% |
| 3M | +45.2% | +17.8% | +27.4% | +32.7% |
| 6M | +286.8% | +23.7% | +263.1% | +247.0% |
| YTD | +354.8% | +28.2% | +326.5% | +298.4% |
| 1Y | +358.3% | +64.0% | +294.3% | +247.3% |
| All | +358.3% | +66.9% | +291.3% | +247.3% |
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