+76.1%
XBI vs SE
-38.5%
+114.6%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | +0.9% | -6.1% | +7.0% | +1.6% |
| 30D | +7.1% | -2.5% | +9.5% | +7.2% |
| 3M | +22.9% | +21.7% | +1.2% | +19.6% |
| 6M | +29.7% | +27.0% | +2.7% | +24.6% |
| YTD | +34.5% | -12.1% | +46.6% | +31.2% |
| 1Y | +76.1% | -40.9% | +117.0% | +75.9% |
| All | +76.1% | -38.5% | +114.6% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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