+36.5%
XBI vs SCHW
+0.2%
+36.2%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.9% | -6.6% |
| 7D | -6.0% | +3.5% | -9.4% | -6.3% |
| 30D | -1.7% | -4.4% | +2.7% | -1.2% |
| 3M | -3.0% | -14.0% | +11.0% | -1.6% |
| 6M | +11.0% | +0.8% | +10.2% | +9.3% |
| YTD | +21.8% | -6.4% | +28.2% | +21.0% |
| 1Y | +36.5% | +0.1% | +36.4% | +31.9% |
| All | +36.5% | +0.2% | +36.2% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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