+943.2%
XBI vs SHW
+2,353.3%
-1,410.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.1% |
| 7D | -0.9% | -1.2% | +0.3% | -0.4% |
| 30D | +2.9% | -11.6% | +14.5% | +8.7% |
| 3M | +26.2% | +9.1% | +17.1% | +20.5% |
| 6M | +30.7% | -0.7% | +31.4% | +29.9% |
| YTD | +32.9% | +1.4% | +31.6% | +30.4% |
| 1Y | +72.3% | -12.3% | +84.5% | +80.0% |
| 3Y | +107.2% | +23.4% | +83.8% | +83.6% |
| 5Y | +23.2% | +15.0% | +8.2% | +9.7% |
| 10Y | +158.5% | +278.3% | -119.7% | +31.6% |
| All | +943.2% | +2,353.3% | -1,410.1% | +159.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling