+126.9%
XBI vs SEI
+608.3%
-481.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.2% | +3.6% | -0.9% |
| 7D | -4.6% | +20.7% | -25.2% | -7.4% |
| 30D | -0.8% | +9.1% | -9.9% | -2.5% |
| 3M | +21.8% | -6.0% | +27.8% | +21.2% |
| 6M | +23.2% | +18.9% | +4.2% | +17.4% |
| YTD | +28.7% | +40.1% | -11.4% | +18.8% |
| 1Y | +67.8% | +120.6% | -52.9% | +42.6% |
| 3Y | +100.6% | +562.1% | -461.5% | +26.3% |
| 5Y | +19.8% | +954.5% | -934.7% | -35.3% |
| All | +126.9% | +608.3% | -481.4% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling