+103.5%
XBI vs SNAP
-44.0%
+147.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.2% |
| 7D | -3.6% | -5.0% | +1.4% | -2.9% |
| 30D | +0.9% | -0.7% | +1.6% | +0.7% |
| 3M | +21.4% | -5.0% | +26.4% | +21.4% |
| 6M | +25.5% | +3.5% | +22.0% | +22.8% |
| YTD | +30.8% | -34.2% | +65.0% | +36.9% |
| 1Y | +68.6% | -27.1% | +95.6% | +72.6% |
| All | +103.5% | -44.0% | +147.4% | +93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling