+289.3%
INTC vs XBI
+75.8%
+213.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.9% | +4.8% |
| 7D | +7.1% | +0.9% | +6.2% | +6.2% |
| 30D | -5.2% | +7.1% | -12.3% | -12.2% |
| 3M | -14.3% | +22.9% | -37.2% | -30.2% |
| 6M | +110.2% | +29.7% | +80.5% | +60.9% |
| YTD | +159.6% | +34.5% | +125.1% | +95.4% |
| 1Y | +289.3% | +76.1% | +213.2% | +108.2% |
| All | +289.3% | +75.8% | +213.4% | +108.2% |
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