+325.3%
STX vs XBI
+66.9%
+258.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.6% |
| 7D | -2.3% | -4.6% | +2.4% | -0.2% |
| 30D | -5.5% | -2.0% | -3.5% | -5.2% |
| 3M | -4.3% | +17.8% | -22.1% | -13.7% |
| 6M | +115.6% | +23.7% | +91.9% | +88.9% |
| YTD | +202.2% | +28.2% | +174.0% | +161.0% |
| 1Y | +325.3% | +64.0% | +261.3% | +236.8% |
| All | +325.3% | +66.9% | +258.3% | +236.8% |
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