+76.1%
XBI vs SNAP
-24.3%
+100.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.7% | +0.2% |
| 7D | +0.9% | +0.7% | +0.1% | +0.7% |
| 30D | +7.1% | +2.6% | +4.4% | +6.4% |
| 3M | +22.9% | -9.9% | +32.8% | +24.6% |
| 6M | +29.7% | +1.9% | +27.8% | +25.9% |
| YTD | +34.5% | -32.2% | +66.7% | +36.9% |
| 1Y | +76.1% | -22.8% | +98.9% | +75.7% |
| All | +76.1% | -24.3% | +100.4% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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