+64.0%
XBI vs SHW
-9.0%
+73.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.9% |
| 7D | -4.6% | -3.1% | -1.5% | -3.8% |
| 30D | -2.0% | -10.0% | +8.0% | +0.7% |
| 3M | +17.8% | +2.3% | +15.5% | +16.7% |
| 6M | +23.7% | +0.7% | +23.0% | +22.5% |
| YTD | +28.2% | +0.5% | +27.7% | +26.4% |
| 1Y | +64.0% | -11.5% | +75.4% | +74.1% |
| All | +64.0% | -9.0% | +73.0% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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