+126.0%
XBI vs SEI
+644.4%
-518.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.1% | -5.5% | -1.1% |
| 7D | -4.6% | +22.6% | -27.2% | -7.7% |
| 30D | -2.0% | +9.1% | -11.1% | -3.7% |
| 3M | +17.8% | -11.3% | +29.1% | +18.3% |
| 6M | +23.7% | +22.0% | +1.7% | +17.5% |
| YTD | +28.2% | +47.3% | -19.0% | +17.4% |
| 1Y | +64.0% | +124.8% | -60.8% | +39.0% |
| 3Y | +99.4% | +591.3% | -491.9% | +24.8% |
| 5Y | +19.3% | +1,008.2% | -988.9% | -36.0% |
| All | +126.0% | +644.4% | -518.4% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 10y: compounded portfolio wealth divided by compounded SEI 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…
10y analysis · Full analysis span regression · 6 months rolling