+100.2%
XBI vs SHW
+19.9%
+80.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -1.2% |
| 7D | -4.6% | -4.5% | -0.1% | -2.7% |
| 30D | -0.8% | -12.7% | +11.9% | +5.1% |
| 3M | +21.8% | +4.7% | +17.1% | +18.3% |
| 6M | +23.2% | -3.4% | +26.6% | +23.9% |
| YTD | +28.7% | -1.3% | +30.1% | +27.3% |
| 1Y | +67.8% | -10.4% | +78.1% | +74.0% |
| All | +100.2% | +19.9% | +80.3% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling