+66.7%
SNXX vs XBI
+24.5%
+42.1%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +2.7% | -18.4% | -20.9% |
| 7D | -47.8% | +1.0% | -48.8% | -48.6% |
| 30D | -66.0% | +1.9% | -67.9% | -66.7% |
| 3M | -57.5% | +4.8% | -62.2% | -64.0% |
| 6M | -66.7% | +19.3% | -86.0% | -78.0% |
| All | +66.7% | +24.5% | +42.1% | +4.8% |
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