+19.9%
XBI vs SHAK
-22.8%
+42.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.2% |
| 7D | -4.6% | -8.3% | +3.6% | -2.5% |
| 30D | -2.0% | -12.6% | +10.6% | +1.4% |
| 3M | +17.8% | +9.1% | +8.7% | +13.8% |
| 6M | +23.7% | -31.2% | +55.0% | +33.0% |
| YTD | +28.2% | -21.6% | +49.8% | +31.7% |
| 1Y | +64.0% | -38.8% | +102.7% | +80.3% |
| 3Y | +99.4% | +0.6% | +98.8% | +68.8% |
| All | +19.9% | -22.8% | +42.7% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 5y: compounded portfolio wealth divided by compounded SHAK 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…
5y analysis · Full analysis span regression · 6 months rolling