+171.2%
INTC vs XBI
+99.0%
+72.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.9% |
| 7D | +7.5% | -4.6% | +12.1% | +11.2% |
| 30D | +2.0% | -2.0% | +4.0% | +2.7% |
| 3M | -12.0% | +17.8% | -29.8% | -22.6% |
| 6M | +114.5% | +23.7% | +90.8% | +81.9% |
| YTD | +179.0% | +28.2% | +150.7% | +132.3% |
| 1Y | +318.3% | +64.0% | +254.3% | +194.4% |
| 3Y | +171.2% | +99.4% | +71.8% | +75.9% |
| All | +171.2% | +99.0% | +72.2% | +75.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling